Latest Articles

#TBT The Democratization Of Wealth
with No Comments

George Marotta reminds us in this 2002 article, “Each person can best help society by developing his or her talents to the fullest. In the process, some will earn very large incomes, but that’s OK.”

CFP Board Cannot Be Expected To Discriminate Based on Fee-Only
with No Comments

The CFP Board is compensation neutral, but it is only because of how they are paid.

#TBT How to Change a 529 Plan Account Owner
with No Comments

When a 529 plan is set up, there are two important people associated with the account. The first is the account owner. The second is the beneficiary. Both can be changed.

Lower Expense Ratios, Higher Returns
with No Comments

This simple example demonstrates the importance of expense ratio.

#TBT Open a Roth IRA Today or Regret It Later
with No Comments

Roth IRAs have one weakness, but the remedy is to have opened and funded your Roth more than 5 years ago. So do it today!

Biden Sets Aim on Specific Taxpayers
with No Comments

Biden’s state of the union address makes clear who he wants to tax.

Read More Articles

Our goal is to help our clients meet theirs.

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.


Get Started as a Client See Our Whole Team


Like what you read? Subscribe to our newsletter!