Austin Fey

Wealth Manager

Austin Fey is a Wealth Manager for Marotta Wealth Management. She specializes in charitable giving and designing asset allocations for outside accounts with limited investment options. She has written over 200 articles, often giving advice to those just getting started in finance.

Austin holds a B.A. in Religious Studies from Erskine College. Before joining the firm in 2010, Austin worked at Trinity Presbyterian Church as the Assistant to Family Ministries.

She lives in Charlottesville with her husband, Ben, and enjoys singing and playing the piano.


Specialties


Latest Articles

2024 Tax Facts
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Here is a reference chart with 2024 income tax rates, capital gains rates, retirement contribution limits, and more.

#TBT Harvest Major Capital Losses Whenever You Have Them
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While you can only use $3,000 per year of capital losses to reduce your taxable income, you should bank as much capital loss as possible for other future uses.

#TBT Testamentary Donor Advised Funds
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Your executor will be grateful for an easier way to settle that part of your affairs.

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Recent Best of Articles

How to Implement a New Investment Plan

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Next time you are wondering if you should invest now or “wait for a better time,” remember Schwab’s study and invest now in whatever way makes you invest now.

Harvest Major Capital Losses Whenever You Have Them

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While you can only use $3,000 per year of capital losses to reduce your taxable income, you should bank as much capital loss as possible for other future uses.

See More Best Of

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