Latest Articles

Helpful Chart Shows Why You Should Diversify Globally
with No Comments

We continue to believe that diversification among many different countries provides a more consistent return than investing entirely in the United States.

Q&A: How Does the SECURE Act Change QCDs?
with No Comments

“I will be turning 70 1/2 and wanted to start making contributions to charity from an IRA and taking the QCD at that time. Would this bill require me to wait two more tax years, until I am 72, to do this?”

Avoid Dave Ramsey’s Referral Services
with No Comments

Rumors suggest that the network’s vetting is a five minute process where you are told the fees are about $1,000 a month.

#TBT Marotta’s 2019 Gone-Fishing Portfolios
with No Comments

In case you missed it, here is the overview of our Marotta’s 2019 Gone-Fishing Portfolios. These are our recommended simple asset allocations for those just getting started with investing.

The 30-Year Value of a Single Roth Conversion
with No Comments

Thirty years of interest, dividends, and capital gains tax is a significant savings.

How to Confirm a Schwab Bank Check You Wrote Was Cashed
with No Comments

What ever happened to that check? Here’s how to find out if it a Schwab check you wrote has been cashed by the recipient.

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!