Austin Fey

Wealth Manager

Austin Fey is a Wealth Manager for Marotta Wealth Management. She specializes in giving appreciated stock to charity and designing asset allocations for employer-sponsored accounts with limited investment options. She is a regular contributor to our Marotta On Money 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

#TBT Things to Think About Before You Invest
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Knowledge and emotion can play off each other in ways that cause investing mistakes.

#TBT Never Lend to Family Without a Contract
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This 2015 article reminds us how unspoken expectations can cause relational strife but a written contract can protect the relationship.

2021 Tax Facts
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Here is a reference chart with 2021 income tax rates, capital gains rates, retirement contribution limits, and more.

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Recent Best of Articles

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.

Testamentary Donor Advised Funds

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An easy estate workaround is to set up a Donor Advised Fund as a Testamentary fund, meaning you aren’t funding it yet, but it will be funded upon your death.

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