Latest Articles

How to Find Your True Calling
with No Comments

A 2014 post called “7 Strange Questions That Help You Find Your Life Purpose” has seven good questions for life planning. Here’s the radio edit version of that post.

Radio: Is this law worth raising an army and fighting the citizens over?
with No Comments

On April 10, 2018, David John Marotta appeared on Radio 1070 WINA’s Schilling Show to discuss the question: What is worth using the government’s threat of violence?

SEC Isn’t Enforcing The Law
with No Comments

In 2007 the Financial Planning Association won a lawsuit that it filed against the SEC to force them to enforce the registration provisions of the 1940 Investment Advisors Act. The law still isn’t enforced.

First Quarter 2018 Returns for Our 6 Asset Classes
with No Comments

Although volatility is often unwelcome by investors, it can provide profitable returns.

What Does It Mean To Be An Accredited Investor?
with No Comments

“One principal purpose of the accredited investor concept is to identify persons who can bear the economic risk of investing in these unregistered securities.”

Why The 4% Rule Is Not A Sufficient Withdrawal Strategy
with No Comments

Determining what constituted a safe withdrawal rate was one of the first questions I tackled. After a year and a half of study on the question, I had realized the inadequacy of the 4% rule and found a methodology which provides more useful when advising clients.

Read More Articles

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


Interested in our services? Contact Us!

Subscribe to our newsletter!