Latest Articles

Cloth Diapers: A Lesson in Investing
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This isn’t the kind of article you think it is. My daughter wore disposable diapers.

Tax Freedom Day Arrives on April 16th, 2019
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Without taxes, you could leave work at 2:41pm every day.

Q&A: Can I do backdoor Roth and an IRA Rollover in the same year?
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This person has no IRA balance, but is about to get one with an IRA Rollover. So the question is one of timing: can they do the IRA Rollover after the nondeductible contribution has already been converted so that their cream and coffee never mix?

79 Advisers Admit to Breach of Fiduciary Duty
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SEC announced that 79 investment adviser firms will return more than $125 million to clients after self-reporting violations of the Advisers Act.

Know Your Fund Expense Ratios
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The expense ratio charged by your funds matters more than you may realize.

Disclosures Are Not Sufficient To Fulfill The Fiduciary Duty
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Disclosures are always necessary but rarely sufficient to fulfill fiduciary obligations.

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Our goal is to help our clients meet theirs.

Marotta Wealth Management is a team of fee-only fiduciary advisors who sit on your side of the table to help you meet your financial goals. Our clients receive a high level of customer service and comprehensive financial advice.

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 have at least $1.5 million in investable assets and 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 ADV Part 2 descriptive brochure for more information about how Marotta Wealth Management works.


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