Latest Articles

#TBT Tackling College Costs at the Eleventh Hour
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The best way to climb the mountain of college costs is gradually, but if you need to make some last minute leaps, our government has a few tax-related strategies.

2024 Index of Economic Freedom Update
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Last year, eleven countries made our cut-off. This year, twelve do.

Updates to Our Emerging Markets Strategy (March 2024)
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Because of Mexico’s current valuation, we believe that it has the possibility to perform well regardless of how this potential conflict resolves.

#TBT The Benefits of Free Trade Agreements
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Regardless of which way the balance of trade says the surplus falls, we and our trading allies benefit from the exchange.

Q&A: How Should I Invest My Cash?
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Our recommendation is to keep money that may be needed within the next six months invested in a money market fund.

#TBT The Delirious Happiness of Free Market Choice
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This 2015 article details one of the most brilliant breakthroughs in all of food science and how it relates to almost every aspect of life.

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Our goal is to help our clients meet theirs.

Marotta Wealth Management is a team of fee-only financial advisors in Charlottesville, VA. We are fiduciaries who sit on your side of the table to help you meet your financial goals. Our clients receive a high level of customer service as we strive to provide comprehensive financial planning.

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 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 Form CRS and ADV Part 2 descriptive brochures for more information about how Marotta Wealth Management works.

 

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