How to Receive an Inheritance
on September 29, 2026 with No Comments
When you receive a windfall, the temptation to do something with some of the new money is strong.
Latest Articles
The Benefits of Roth Conversions (The Series)
on September 24, 2026 with No Comments
Sometimes the costs are actually benefits when it comes to Roth conversions.
#TBT Slow and Steady Wins the Race
on September 17, 2026 with No Comments
In 2003, David stopped to rescue a snapping turtle from 250 West. Even now, the financial planning lessons from that turtle are still sage advice.
#TBT The Costly Effect Of Saving In A Taxable Account
on September 10, 2026 with No Comments
The annual drag of taxable account taxation may seem like a small amount, but the effect over long periods of time such as 30 years is significant.
#TBT Three Strategies to Avoid Private Mortgage Insurance
on September 3, 2026 with No Comments
Avoiding PMI, if possible, is better for your long term finances. This 2016 article shares three strategies to avoid it.
#TBT Account Protection at Schwab
on August 27, 2026 with No Comments
Charles Schwab offers both SIPC® account protection and a FDIC insurance amount for accounts custodied with them.
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.
