Financial, investment, and wealth management advice
I recommend the NAPFA search tool and suggest you avoid the CFP Board’s search tool until they change how they do their searches.
I think of these four lessons when I refill my soap dispenser.
Safeguard #9 is simply a good reminder.
Investors greatly underestimate the danger of inflation.
Imagine how much you could save if you could cut all your expenses in half!
I would recommend that you strive to pay your children $0 in non-cash compensation. Let them purchase their own rewards.
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.
