Financial, investment, and wealth management advice
If you run a retirement plan at your company, you are responsible to perform periodic reviews to ensure that the plan is the best it can be for participants
Given how few financial advisors have been through the education, certification, and experience require to obtain the CFP® mark, it is no wonder that so few so-called financial planners are actually providing comprehensive financial planning advice.
A blended portfolio has had a higher mean return than either fund by itself.
We offer comprehensive wealth management services.
Wise decisions cannot be made in isolation from their impact on other areas of your financial life.
This 2014 article reminds us: don’t wait until you “have more” or “make extra money” – start saving now! It is worth more.
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.
