Latest Articles

How to Secure Your Schwab Account
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Cyber security gravitates toward the low-hanging fruit of novice users. Even taking a few steps can greatly protect your accounts.

New Parent Financial Checklist
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To help you get a good financial start as parents, here’s a financial checklist for new parents.

Unpacking Publication 590B’s Justin Example
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In Publication 590B, the IRS gives an example to demonstrate how Roth distribution ordering works.

#TBT In Which Investment Vehicle Should I Stage My Spending Money?
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The addition of stable investments can help dampen the risk and increase the chances of meeting your spending goals.

Sixteen Problems with the Eat-What-You-Kill Model
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The culture of many commission-based firms makes it a poor environment both for employees and clients. Don’t take a chance with your retirement.

New Child Tax Credit for 2021 Only
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The 2021 tax credit is worth $3,600 for children under age 6 and $3,000 for those under age 18. These rules apply to tax year 2021 only.

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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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