July 28, 2015


About the Blog

Thoughtful wealth management is more than just maximizing net worth. It also gives us the best chance of meeting our life goals. Wealth doesn’t give us meaning but rather enables us to do what makes a significant impact on our world. Marotta on Money is our attempt to help you acquire, manage, and utilize those resources.

The regular writers of Marotta on Money are associates of Marotta Wealth Management, Inc, a fee only financial planning firm in Charlottesville, VA helping their clients meet their life goals through comprehensive wealth management. Comprehensive wealth management is based on the idea that small changes in our finances over time have large effects which can make the difference in achieving our life goals.

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Meet the Writers

David John Marotta David John Marotta, CFP®, AIF®, graduated from Stanford University in 1982 and earned his master’s degree in computer science from the University of Oregon in 1989. In 2000, he founded Marotta Wealth Management, Inc., in Charlottesville, Virginia.

David has written hundreds of financial articles, appearing in the Washington Post, LA Times, Money Magazine, Dow Jones MarketWatch, Financial Planning Magazine, and the Investment Advisor Magazine, among others. He also is featured in the Sunday edition of The Daily Progress. David speaks frequently at the American Association of Independent Investors, the NAPFA Consumer Education Foundation, and is a regular radio talk show guest.

Matthew Illian Matthew Illian, CFP®, AIF®, graduated from the University of Virginia in 1999. He worked as a registered representative with AXA/Equitable for two years and then as a retirement specialist with Nationwide Retirement Solutions from 2003 to 2007. Matt joined the firm in 2007. His areas of particular expertise are 401(k)s and college planning. He earned his CERTIFIED FINANCIAL PLANNER™ certification in 2006 and became an Accredited Investment Fiduciary® designee in 2010.

Matt writes a weekly Q&A column and appears at Credit.Com, Yahoo! Finance, and AdviceIQ.

Megan Russell is the Chief Operating Officer for Marotta Wealth Management. She graduated from the University of Virginia in 2012 and has worked with Marotta Wealth Management since 2004 in various job descriptions.

On Marotta on Money, she is the author of Rich Dad, Rich Daughter, a blog series about her financial lessons from childhood, and Kittenomics, an adorable series on practical financial wisdom that anyone could begin implementing tomorrow. She also regularly co-authors David Marotta’s Sunday column for Charlottesville’s The Daily Progress.

Beth Nedelisky Beth Nedelisky, CFP®, graduated from Covenant College in 2003. She worked at the college as director of admissions before coming to Marotta Wealth Management in 2005. Beth has coauthored several articles on various financial planning topics. She became a CERTIFIED FINANCIAL PLANNER™ certificant in 2009.

Beth specializes in estate planning and writes several articles on the topic.

Austin Fey Austin Fey graduated from Erskine College in 2007. She worked at Trinity Presbyterian Church as assistant to family ministries before coming to Marotta Wealth Management. She is a skilled multi-tasker who handles marketing, website upkeep, and anything else thrown her way. She is also a wealth manager.

Austin is responsible for keeping us up-to-date on tax information, as well as all of our Radio postings. She specializes in charitable giving and financial planning basics.

Bob Arms Bob Arms, CLU®, ChFC®, AIF®, graduated from the University of Virginia in 1975. He worked as an agent for Northwestern Mutual Life for twenty-one years and became a registered representative for NML/Robert W. Baird & Co in 1986. Bob has been with Marotta Wealth Management since 2002. Bob became a Chartered Life Underwriter® in 1987, a Chartered Financial Consultant® in 1991, and an Accredited Investment Fiduciary® designee in 2005.
George Marotta George Marotta, CFP®, is the Senior Advisor Emeritus to Marotta Wealth Management. He and his wife, June, founded and built a successful financial planning practice in Palo Alto, California. George Marotta is a research fellow at the Hoover Institution pursuing research on international finance, especially global stock markets. He joined the Hoover Institution in 1975 after twenty-six years of foreign affairs service with the federal government in Washington, D.C. and overseas.In addition to teaching courses he also lectures regularly on board cruise ships.


Get Involved

Send Us A Question
Matt Illian famously writes our $ ?’s series featuring his humorous illustrations of and intelligent answers to the money questions of our readers.

If you have a question or even just a topic you’d like to be covered in one of our next series, send it to us! There’s a good chance you’ll have it answered on the blog, if not by Matt then perhaps by one of the Kittenomics kittens.

Write For Our Carnival
In the Wealth Management Carnival, we share 7-10 Interesting Articles written by other people. From advice to diversify investments to index fund criteria to choosing a bank, each month we feature these articles in a carnival post.

Submitting to the Wealth Management Carnival is simple, and we’re always looking for good content! Click here to submit to the Wealth Management Carnival and fill in a few fields including your post’s URL. Make sure you have included a SUMMARY or description of your post. Please select the appropriate category. We welcome submissions in one or more of the following categories: Retirement, Investments, Taxes, Budgeting, Life Planning, and Fiduciary. Feel free to submit your best original content in multiple categories.

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