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

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.

#TBT The Benefits of Saving and Investing Early
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This 2014 article reminds us: don’t wait until you “have more” or “make extra money” – start saving now! It is worth more.

2023 Tax Facts
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Here is a reference chart with 2023 income tax rates, capital gains rates, retirement contribution limits, and more.

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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.

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