We have no secret ingredient at Marotta Wealth Management. Instead, we openly and publicly publish our strategies as articles on our website. We strive to provide the necessary resources for anyone to prepare their own investment plan and meet their financial objectives.

We actively encourage the do-it-yourself people of financial planning to subscribe to our newsletter and provide themselves with comprehensive wealth management.

For people who don’t want to do it alone, we encourage you to read our articles to get a fuller understanding of how our services work to see if we are a good fit for you. If you are interested, we would be happy to help you get started as a client!


Our Articles

Radio: Freedom of Speech in 2018
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On Tuesday, August 14, 2018, David John Marotta appeared on Radio 1070 WINA’s Schilling Show to discuss the right to the freedom of speech in 2018.

Q&A: Have you ever been publicly disciplined for any unlawful or unethical actions in your career?
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We believe following our eight principles to safeguard your money provides a better safeguard than checking for past violations.

Revisiting BRIC Countries 10 Years Later
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In 2003, the Goldman Sachs Global Economics Department predicted the economic and geopolitical influence of Brazil, Russia, India and China (the BRIC countries) would become increasingly visible in the developed world. We revisit those countries here.

The Real and Present Danger of Inflation, Even for Babies
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For investors who began working in 1970 and retired 45 years later in 2015, cash lost 83.83% of its purchasing power.

Comparative Price Shopping: Extra Virgin Olive Oil in Charlottesville
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Grocery stores know all the shoppers tricks, which means that when comparative price shopping you actually have to compare all the prices to get the best deal.

Q&A: Do others stand to gain from the financial advice you give me?
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You deserve advice from a firm where you don’t have to second guess where their loyalties lie.

NAPFA Challenges the Securities and Exchange Commission
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I couldn’t be prouder to be a NAPFA-Registered Financial Advisor.

Megan Ruins Adam Ruins Everything Episode 43
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Teresa Ghilarducci is just wrong here. There is no qualification that can make Ghilarducci more right.

#TBT Don’t Eat Yourself Out of Financial Security
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As this 2003 post remind us, “The worst financial problems stem from trying to live a champagne and caviar lifestyle on a beer and chips budget” and it has a few common sense rules to uncommon cents savings.

Q&A: How will I pay for your financial planning services? How much do you typically charge?
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It is relatively easy for fee-only fiduciaries to answer the question “How much do you charge?” The only fee they collect is the fee that the client directly pays them.

Your Commission-Based Advisor May Not Even Know What Fees You Are Paying
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The majority of the industry many not even believe that there is a better way. But you deserve better.

Q&A: Does a Power of Attorney Agent Have a Fiduciary Duty?
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A reader asks, “As her descendant and agent following the rules as written, it is my understanding that I could gift myself $14,000 each year. But can I really?”

Which Index Best Represents The Markets?
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Any decision to differ from the cap-weighted global default is a choice.

Information Asymmetry or Why You Need a Fee-Only Advisor
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Incentives matter. If you are going to get a financial advisor, you need to select a fee-only advisor because you need to find an advisor you can trust.

Q&A: Will you be the only financial planner working with me?
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At Marotta Wealth Management, we believe that a team collaborating on your behalf provides you with better service.

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