Latest Articles

Who Serves Low And Middle Income Consumers? We do!
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The dark side argues that without commission-based sales people, low and middle income consumers will not have access to a financial advisor. They are wrong.

Does per capita or per stirpes include spouses?
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People think about marriage differently. These views and more shape the way that people want per stirpes and per capita to work.

Gift Ideas for Your Grandbabies: 1 Year Olds
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As the proud mother of a two-year old daughter, I thought I’d record some of my and my firstborn’s favorite things from this past year as helpful ideas for gifts from grandparents.

A Case Study in a Misleading Annuity Sales Advertisement
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In addition to all of the other reasons people hate annuities, seemingly fraudulent advertising and sales techniques is a major factor.

Two Simple But Effective Conversion Target Calculations
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These are two simple but effective strategies to help calculate a very good conversion target for this year.

7 Ways a Marotta-Managed Schwab Institutional Intelligent Portfolios is Better Than Schwab Retail
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Any investment manager can use the Institutional Intelligent Portfolio technology to implement extremely different investment philosophies.

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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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