Latest Articles

Can a College Drop-Out Reimburse for Expenses Out of a 529 Plan?
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Hopefully this simple guide helps you get started in the right direction for correcting these surprise excess distributions.

Vote Early Instead of Voting Absentee (Virginia)
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Voting early has the same process as voting in-person.

Surviving A Bear Attack in the Markets
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“No decent planner would ever create a plan that didn’t account for frequent market drops.”

Q&A: Can a 529 Reimburse for Last Year’s Expenses?
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Unfortunately, neither “yes” nor “no” is a correct answer to this question.

Schwab Mobile App: How to Set-Up or Use a MoneyLink
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The Schwab mobile app gives you the ability to establish a MoneyLink so that you can move funds between your bank or other external account and your Schwab account at any time directly from the app.

No, We Do Not Need a National Retirement System
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Rekenthaler’s proposed narrowing of choices to a one-size fits all national solution provides a poor substitution for our current choices.

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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.


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