Financial, investment, and wealth management advice
The SEC is allowing financial professionals to hide in a lower legal requirement, not meet a fiduciary standard, and call it “Best Interest.”
It requires discipline to ignore dire warnings.
Here is a strategy that can both help you identify what you value and help you start your budget.
Financial shocks can come in all shapes and sizes. This strategy of budgeting should increase your chance for success over the long haul.
Anything which is not contributing toward your financial independence should be considered part of your lifestyle spending.
Keeping $100,000 might cost you $500,000 in lost opportunity costs over 20 years.
Marotta Wealth Management is a team of fee-only financial advisors. 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 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 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.
