Latest Articles

How to Implement a DPOA at Schwab
with No Comments

Estate planning is a task which is never useful until it is too late to do it.

#TBT The Only Right Answer To Debit or Credit?
with No Comments

You swipe your debit card at the card reader and the clerk quickly asks, “Debit or Credit?” Which should you choose? This 2013 article tells us.

How to See Your Schwab RMD Online (2024 Update)
with No Comments

On June 2024, Schwab provided an update about viewing and taking your RMD on

#TBT How to Make a Financial Independence Bucket
with No Comments

In honor of the Independence Day of the United States, this 2013 article reminds us to prepare for our own Independence Day.

Q&A: Are There Account Closure Fees?
with No Comments

There are no financial hooks, termination fees, or such imposed by our firm.

#TBT Stress Is Not Your Enemy
with No Comments

As David Marotta writes in this 2012 post, “If I had to pick one learned skill that has served me the best in my career, it would be learning to grab my mind by the scruff of the neck and drag it back to the task at hand.” This piece reminds us that hard work can sometimes be your best doctor.

Read More Articles

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.


Get Started as a Client See Our Whole Team


Like what you read? Subscribe to our newsletter!