How to Obtain Your Social Security Statement and Full Earnings Record
on November 19, 2024
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Step one to the Social Security Analysis is obtaining the necessary information.
Latest Articles
#TBT Five Things You Can Control
on November 14, 2024
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You deserve an advisor who will help you with these five and more.
Protect Yourself By Silencing Unknown Callers (Android)
on November 12, 2024
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Once you have a smart phone, you can prevent the ringer from ringing unless the person calling you is listed in your phone. This article explains how to silence unknown callers on an Android phone.
#TBT Your Election Reactions May Impoverish Your Investment Gains
on November 7, 2024
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Don’t let your political emotions impoverish your financial well-being.
Freedom Investing in Review (September 2024)
on November 5, 2024
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This quarter, we saw that in 1-year returns ending September 30, 2024, Developed Freedom Investing had a -0.29% disadvantage, Emerging Market Freedom Investing had a -4.36% disadvantage, and Overall Freedom Investing had a -1.53% disadvantage.
#TBT Four Things You Can Do No Matter Who Wins
on October 31, 2024
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Wealth management is in your control and there are actions you can take regardless of who wins today.
Our goal is to help our clients meet theirs.
Marotta Wealth Management is a team of fee-only financial advisors in Charlottesville, VA. We are fiduciaries who sit on your side of the table to help you meet your financial goals. Our clients receive a high level of customer service as we strive to provide comprehensive financial planning.
Clients who benefit the most from our wealth management services are small business owners, university professors, or other super-savers who are busy productively saving wealth and want to delegate the financial management to a team of professionals.
If you want to get started quickly, simply call the firm at 434-244-0000 or contact us online to start the process of becoming one of our valued clients.
You can also read our Form CRS and ADV Part 2 descriptive brochures for more information about how Marotta Wealth Management works.
