Latest Articles

When Should I Worry About Performance?
with No Comments

Some performance is cause for concern. Other times, you need not worry. Here are 5 times you should not worry and 4 cases when you should.

How QCDs May Help Your Virginia State Taxes
with No Comments

“If you claimed the standard deduction on your federal income tax return, you must also claim the standard deduction on your Virginia return.”

Observations on “The FIRE Movement”
with No Comments

The FIRE (Financial Independence, Retire Early) movement is a suggestion that you should have the goal of achieving financial independence and retiring while you are young.

#TBT Slow and Steady Wins the Race
with No Comments

In 2003, David stopped to rescue a snapping turtle from 250 West. Now, in 2019, the financial planning lessons from that turtle are still sage advice.

The Power of Compounding
with No Comments

It is hard to prioritize saving, but it pays off. Here is how.

No One Tells the IRS You Did a QCD Except You
with No Comments

Be sure to remember to tell your tax preparer that you did a QCD.

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!