A Good Time to Have a Balanced Portfolio
on April 14, 2025
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We have a saying around here: It is always a good time to have a balanced portfolio.
Latest Articles
Two Financial Planning Strategies For Business Owners
on March 25, 2025
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At the end of the year, you want to have something to show for all of your hard work.
#TBT Can I Contribute to Both a SEP and a 401(k)?
on March 20, 2025
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The IRS very clearly says, “Yes, you can set up a SEP for your self-employed business even if you participate in your employer’s retirement plan at a second job.”
Does the Date of My Birth Affect My Contribution Limit?
on March 18, 2025
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Thankfully, the IRS does not care what specific day you were born on, only which year.
#TBT My Grandfather’s Journal: Don’t Be Afraid to Try
on March 13, 2025
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I have enjoyed rereading the journal of my maternal grandfather, Donald Mortlock. He started writing it on his 75th birthday.
Did My Lump Sum Rollover Mess Up My Backdoor Roth?
on March 11, 2025
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Depending on how you initiated the lump sum rollover, you may be in luck.
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.
