Latest Articles

Video: Tuning Out The Noise
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It is important to remaining disciplined during volatile markets.

#TBT Socially Responsible Investing
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“Better is having a financial advisor who gets to know you personally and manages your finances according to your specific values.”

Requirements for 529 Accounts (Qualified Tuition Programs)
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According to Internal Revenue Code, in order for an account to be a 529 account, the custodian must meet six requirements.

One Day In The Life Of A Small Business Owner
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This letter came with a large bold “YOUR RESPONSE IS REQUIRED BY LAW” notice along with a 5 week deadline for compliance.

Radio: Why Regulation Does More Harm than Good
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It is commonplace for special interest groups to use lobbyists to gain control of their own industry’s regulation. This failure where interests group seizes control of a governmental power is called “regulatory capture.”

#TBT Which is Better: Bad Market Timing or Not Investing?
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This 2014 post reminds us that perhaps we should be more afraid of cash and inflation than stocks and investing.

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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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