NAPFA® is a registered service mark of the National Association of Personal Financial Advisors.
Fee-only® is a registered service mark of the National Association of Personal Financial Advisors.
AAMS® is a registered service mark of the College for Financial Planning.
AIF® is a registered service mark of the Centre for Fiduciary Excellence.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Marotta Wealth Management, Inc. only transacts business in states where it is properly registered, or excluded or exempted from registration requirements.
Both the authors and the clients we manage often invest in the investments mentioned in these articles.
David John Marotta, Inc. is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to amazon.com, amazonsupply.com. We often use this Amazon Associate’s link when referencing products.
Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased by adviser), or product made reference to directly or indirectly on this Website, or indirectly via link to any unaffiliated third-party Website, will be profitable or equal to corresponding indicated performance levels.
Different types of investment involve varying degrees of risk, and there can be no assurance that any specific investment will be suitable or profitable for a client’s investment portfolio. No client or prospective client should assume that any information presented and/or made available on this Website serves as the receipt of, or a substitute for, personalized individual advice from the adviser or any other investment professional.
Nothing on this website or indirectly via link to any unaffiliated third-party Website should be construed as investment advice.
Marotta Wealth Management, Inc. at http://www.marottaonmoney.com/ does not render or offer to render personalized investment advice or financial planning advice through this free service. This service is limited to the dissemination of general information only. For specific financial advice you must enter into a formal relationship with a financial advisor.