Marotta Wealth Management is an independent, comprehensive wealth management firm.
We are very pleased to announce that Elizabeth Woodrum is our newest CERTIFIED FINANCIAL PLANNER™ (CFP®) professional at Marotta Wealth Management!
We often get the question from plan participants, “What should I invest in?” Here are our recommendations in order.
The Marotta Investment Committee typically builds portfolios with average expense ratios of about 0.24%.
The dark side argues that without commission-based sales people, low and middle income consumers will not have access to a financial advisor. They are wrong.
Any investment manager can use the Institutional Intelligent Portfolio technology to implement extremely different investment philosophies.
Excellence and low cost can go together.
Our first goal is to be accurate. We want to do the task the right way. This is where workflows help.
Thank you, Robert, for your email and your readership. I hope that everyone enjoys our new “Do-It-Yourself” service level.
Although they are cheaper, the robo-investing accounts are not beneficial to everyone.
We believe following our eight principles to safeguard your money provides a better safeguard than checking for past violations.
You deserve advice from a firm where you don’t have to second guess where their loyalties lie.
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.
At Marotta Wealth Management, we believe that a team collaborating on your behalf provides you with better service.
We believe that the basic principles of financial planning are the same no matter how many zeros you add.
If this is the approach you want for your financial planning, give us a call to get started today!
We offer comprehensive wealth management services.
We require each Investment Committee member to have, at a minimum, the Certified Financial Planner™ (CFP®) or Chartered Financial Analyst ® (CFA) designation.
Marotta Wealth Management (originally Marotta Asset Management) was founded in 2000 by David John Marotta.
We have four tenets of quality defining our customer service here at Marotta.
We are very pleased to announce that Courtney Fraser is our newest CERTIFIED FINANCIAL PLANNER™ (CFP®) at Marotta Wealth Management!
Here are our answers and comments to the SEC’s eight suggested questions.
Happy Holidays from the team at Marotta Wealth Management, Inc.
AIF® and AIFA® designees share their knowledge and experiences in a way that helps fiduciaries better understand and perform their role.
I’d like to invite any of our subscribers in The Sunshine State to attend one of the following events as our guest.
Merry Christmas from the team at Marotta Wealth Management, Inc.
David John Marotta’s article “Ten Questions to Ask a Financial Advisor” was a finalist in the fi360 2012 Article Competition.
An article by David John Marotta on how to glean information from your IRS 1040 tax return was featured in the latest Nov/Dec 2011 issue of NAPFA Planning Perspectives.
I was flattered to learn that I received several write in votes from among those dissatisfied with the choices presented on the ballot.
Father George Marotta and son David John Marotta were featured in an article in Financial Planning magazine.