Latest Articles

Some Financial Planners Are Not Like The Others
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I recommend the NAPFA search tool and suggest you avoid the CFP Board’s search tool until they change how they do their searches.

Life Lesson #4: When Your Soap Runs Out
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I think of these four lessons when I refill my soap dispenser.

#TBT The Real and Present Danger of Inflation, Even for Babies
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Investors greatly underestimate the danger of inflation.

How to Spend: Go To The Source
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Imagine how much you could save if you could cut all your expenses in half!

Q&A: Amount Paid in Non-Cash?
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I would recommend that you strive to pay your children $0 in non-cash compensation. Let them purchase their own rewards.

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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.


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