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Talking Politics With Clients
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InvestmentNews advocates lying to clients, but I think if your advisor doesn’t have integrity, you can stop there and find a new advisor.

Radio: Getting Your Finances in Order
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David John Marotta was interviewed on Radio 1070’s Schilling Show discussing getting your finances in order.

The Route from Wealth to Well-being
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We don’t write a lot about how to spend money, but an international study published this year claims to have found the route from wealth to well-being through spending money.

Navigating Your Employer Retirement Plan Fund Choices
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Since your employer’s plan usually has the most limited number of choices, pick the best it has to offer that fits with in your over all plan.

Choosing Between Your Employee Retirement Account Options
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Putting all of your retirement eggs in one basket is easy to carry, but risky. Fund your employer’s plan with no more than is necessary to get the match and then fund your Roth IRA and build your taxable savings.

An Artistic Opportunity to Meet with Marotta
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As a dedicated reader of our blog, we would love to get to meet you this Monday, October 9, 2017.

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Our goal is to help our clients meet theirs.

Marotta Wealth Management is a team of fee-only fiduciary advisors who sit on your side of the table to help you meet your financial goals. Our clients receive a high level of customer service and comprehensive financial advice.

Clients who benefit the most from our wealth management services are small business owners, university professors, or other super-savers who are busy productively saving wealth and want to delegate the financial management to a team of professionals.

If you have at least $1.5 million in investable assets and want to get started quickly, simply call the firm at 434-244-0000 or contact us online to start the process of becoming one of our valued clients.

You can also read our ADV Part 2 descriptive brochure for more information about how Marotta Wealth Management works.


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