Latest Articles

Radio: Projecting Your Own Longevity
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On Tuesday, January 10, 2023, David John Marotta appeared on Radio 1070 WINA’s Schilling Show with Rob Schilling to talk about how long we should plan on living in retirement projections.

#TBT The Complete Guide to Creating an Investment Plan
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This is a summary of the six steps required to create a well-crafted investment plan.

How to Implement a New Investment Plan
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Next time you are wondering if you should invest now or “wait for a better time,” remember Schwab’s study and invest now in whatever way makes you invest now.

What is a ‘Related Person’? (SEC ADV Part 1, Item 9, Question F)
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Item 9 Custody offers perhaps some of the most confusing and most often changed compliance questions.

#TBT Account Protection at Schwab
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Charles Schwab offers both SIPC® account protection and a FDIC insurance amount for accounts custodied with them.

Why the Verizon Visa Credit Card is My Primary Card
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I have adopted this card as the primary one in my wallet for groceries and gas.

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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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