Latest Articles

#TBT How to Pay Off Student Loans While Building Wealth
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With many of us saddled in student loan debt well into our late thirties, our retirement cannot wait for us to be debt free. This 2016 rewrite of a 2007 article teaches you how to get started with savings while repaying your loans.

Charles Schwab Bank Fraud Dept Text Message Scam
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We recently had a client fall prey to a sophisticated Schwab Bank scam. They gave us permission to share this fraud story with you to hopefully prevent others from being scammed.

Less Economic Growth & More Taxes Without Congressional Action
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Alas, there is only one thing we can do to help dictate which kind of tax system we face and that is vote.

An Overview of Marotta’s 2024 Gone-Fishing Portfolios
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For our standard gone-fishing portfolio, we made two changes.

Marotta’s 2024 Gone-Fishing Portfolio Calculator
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This gone-fishing portfolio is our default portfolio which can be used at any custodian.

Marotta’s 2024 Vanguard Gone-Fishing Portfolio Calculator
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We recommend this gone-fishing portfolio for investors with brand loyalty to Vanguard.

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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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