#TBT Don’t Let Politics Make You Afraid of Investing
on October 10, 2024
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Election results should not change a well crafted investment strategy.
Latest Articles
Why College America’s Online 529 Plan Distribution Process is Overly Complicated
on October 8, 2024
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If you are curious about how the online process works for distributing funds from your College America 529 plan, this article is for you.
#TBT Vote Early Instead of Voting Absentee (Virginia)
on October 3, 2024
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Voting early is as easy as voting in-person. You can vote whenever is convenient for you including right now.
How To Distribute from A College America 529 Plan to a College
on October 1, 2024
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Any qualified education expense for the benefit of the designated beneficiary which is paid to an eligible educational institution can be paid from the 529 plan directly.
#TBT Protect Yourself By Silencing Unknown Callers
on September 26, 2024
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On a smart phone, you can prevent the phone from ringing unless the person calling you is listed in your phone.
New Roth i401(k) at Schwab
on September 24, 2024
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As part of SECURE Act 2.0 legislation, an Individual Roth 401(k) plan is a new account registration type available to Schwab clients.
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.
