Latest Articles

Six Ways Regulation Best Interest Falls Short of a Fiduciary Standard
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The SEC is allowing financial professionals to hide in a lower legal requirement, not meet a fiduciary standard, and call it “Best Interest.”

Core Values Budgeting: One Strategy to Identify Budgeting Changes
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Here is a strategy that can both help you identify what you value and help you start your budget.

How to Budget for Emergencies: Other Large Expenses
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Financial shocks can come in all shapes and sizes. This strategy of budgeting should increase your chance for success over the long haul.

Q&A: How Should I Balance Retirement Savings With Other Needs?
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Anything which is not contributing toward your financial independence should be considered part of your lifestyle spending.

The Cost of Keeping Some Money Safe
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Keeping $100,000 might cost you $500,000 in lost opportunity costs over 20 years.

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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.

 

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