Latest Articles

We Are Not Afraid. (A Reply to Recent Headlines)
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There are strategies to achieve a better inner calm.

How to Upload a Secure Document to Marotta
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We can receive documents to our secure ShareFile client portal.

Proposed RMD Rules: The Madness Continues
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“And the now-20-year-old beneficiary who lost her father less than a year ago is supposed to navigate this mess on her own? No chance. This is madness.”

QCD Limitation Starts Inflation-Adjusting in 2024 (Secure 2.0)
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Congress decided to inflation-adjust both the existing and the new split-entity qualified charitable distribution limitations.

#TBT Which Products Do You Buy and Which Do You Avoid?
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We avoid investments we deem too risky or laden with fees and seek instead a well balanced, low-cost, diversified portfolio.

What is a Charitable Remainder Trust?
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It is helpful to know that a charitable remainder trust exists, but most charitable intentions benefit more from a donor advised fund.

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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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