Financial, investment, and wealth management advice
I cannot imagine any consumer who, if they understood how such a select list of advisers was actually compiled, would use this list. Why limit yourself only to firms willing to pay a referral service to endorse them?
The first step to answering this question is to check that the school you want to attend is an eligible educational institution.
Be on your guard to avoid wasting money following the advice of an article written to maximize revenue.
Luckily, you can update your address online. Unfortunately, it is not as straightforward as the average investor suspects it will be.
The process of correcting cost basis problems, although time consuming, is worthwhile.
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.
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.
