Latest Articles

Our Firm is a Statistical Outlier
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We are a statistical outlier: We are young; we are female.

How Can I View Global Market Movements By Country?
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There are as many as 60 different stock markets around the world.

The Do-It-Yourself Checklist: Account Set Up
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How to go from where you are now to being one of our clients under our “Do-It-Yourself” service level.

The Pros and Cons of a Marotta-Managed Schwab Institutional Intelligent Portfolios
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Although they are cheaper, the robo-investing accounts are not beneficial to everyone.

How to Make a Gift of Appreciated Stock Feel Personal
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With a bit of planning, you can make the practical gift very personal.

In Investing, One Decade is Not Long Enough
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There are always those who discount the power of having a diversified portfolio in favor of putting everything in whatever is going to go up the most.

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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.

 

Get Started as a Client See Our Whole Team


 

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