Latest Articles

Failed Government myRA Program Closed
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That the program failed is not a surprise. That the government decided to close a failed program, however, is.

#TBT Best Practices for Trusts, Foundations, and Endowments
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“If you have been asked to serve as a board member or trustee for a non-profit organization, feeling honored is a natural response but a terrible reason for saying yes to the job. Your role as committee member, board member, or trustee will likely designate you as a fiduciary, a role with specific legal responsibilities.”

Use Gift Clumping or Qualified Charitable Distributions to Save on Taxes
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These are two ways to benefit from the higher standard deduction while still fulfilling your charitable intentions.

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.

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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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