Latest Articles

Q&A: Can I Use 529 Funds for Off-Campus Housing?
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In general, you can use 529 funds to pay for your student’s off-campus housing costs.

Black Friday, Small Business Saturday, Cyber Monday, and How Not to Go Broke at Thanksgiving
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I would like to encourage those of you who like participating in this weekend shopping spree to do the small task of paying yourself first.

SEC Leaves 61% of Registered Representatives Exempt From Its Adviser Rules
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This is called “regulatory capture” and is quite common in government regulatory agencies such as the SEC.

Study Shows Your Election Reactions May Impoverish Your Investment Gains
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Any movement out of the stock market can cause you to miss future market appreciation.

2019 Contribution Limits
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This year was a good year for Roth loving folks like us.

Customer Service Lessons from Toddler Parenting
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We believe that lessons like these are a part of the fiduciary standard.

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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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