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Our Answers to Paladin Registry’s 27-Question Interview
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Regardless of the usefulness of their questions or their website, I enjoy answering every set of advisor questions I find.

How to Create an iPad App of Your Favorite Websites
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You can make an “app” (really a shortcut) on your mobile device so you can quickly access all the resources on Marotta on Money. It takes less than a minute.

Social Security & Its 85th Birthday (2020)
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Every day, the government has the chance to free our children from this burden.

Can a College Drop-Out Reimburse for Expenses Out of a 529 Plan?
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Hopefully this simple guide helps you get started in the right direction for correcting these surprise excess distributions.

Vote Early Instead of Voting Absentee (Virginia)
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Voting early has the same process as voting in-person.

Surviving A Bear Attack in the Markets
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“No decent planner would ever create a plan that didn’t account for frequent market drops.”

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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.

 

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