Latest Articles

Q&A: How Do I Use a 529 to Reimburse for Housing at a School Abroad?
with No Comments

The first step to answering this question is to check that the school you want to attend is an eligible educational institution.

Many Websites Are Merely Side Hustles
with No Comments

Be on your guard to avoid wasting money following the advice of an article written to maximize revenue.

How To Update Your Address at Schwab and Why It Is Not Straightforward
with No Comments

Luckily, you can update your address online. Unfortunately, it is not as straightforward as the average investor suspects it will be.

What is Cost Basis and How Do I Calculate It?
with No Comments

The process of correcting cost basis problems, although time consuming, is worthwhile.

Q&A: Should I Get a Car Loan To Stay Invested?
with No Comments

With these moderate interest rates, the only clearly wrong decision in my view is buying a car on loan because you cannot afford it outright.

Avoid Identity Theft By Using Different Random Passwords On Each Website
with No Comments

Here are some of the best practices to protect your identity.

Read More Articles


Our goal is to help our clients meet theirs.

Marotta Wealth Management is a team of fee-only financial advisors. 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 and comprehensive financial advice.

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 ADV Part 2 descriptive brochure for more information about how Marotta Wealth Management works.

 

Get Started as a Client See Our Whole Team


 

Interested in our services? Contact Us!

Subscribe to our newsletter!