Latest Articles

Radio: Understanding the Tax Cuts and Jobs Act
with No Comments

On December 12, 2017, David John Marotta appeared on Radio 1070 WINA’s Schilling Show to discuss the Tax Cuts and Jobs Act.

#TBT A Wealth of Satisfaction
with No Comments

This 2011 article reminds us that there will never be another you in the history of the universe. Sometimes that is just the reminder we need.

Seven Techniques for Small Business Wealth Management
with No Comments

Here are seven techniques for small business owners to build real wealth.

Investing Advice from Michael W. Sonnenfeldt for Entrepreneurs
with No Comments

The same grit that drives entrepreneurs to success can drive their investments to failure.

Radio: Ten Attractive Investment Categories for 2018
with No Comments

On January 9, 2018, David John Marotta appeared on Radio 1070 WINA’s Schilling Show to discuss ten investment categories that look more attractive than the S&P 500 at the start of 2018.

Is a Home Storage Gold IRA Legal?
with No Comments

My understanding is that being the custodian of your own IRA assets is illegal. Also, we believe that investing your IRA in gold is not a good idea even if you have a third party custodian.

Read More Articles

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.


Get Started as a Client See Our Whole Team


Interested in our services? Contact Us!

Subscribe to our newsletter!