We have no secret ingredient at Marotta Wealth Management. Instead, we openly and publicly publish our strategies as articles on our website. We strive to provide the necessary resources for anyone to prepare their own investment plan and meet their financial objectives.

We actively encourage the do-it-yourself people of financial planning to subscribe to our newsletter and provide themselves with comprehensive wealth management.

For people who don’t want to do it alone, we encourage you to read our articles to get a fuller understanding of how our services work to see if we are a good fit for you. If you are interested, we would be happy to help you get started as a client!


Our Articles

Video: Family Budgeting
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Every year problems of debt and overspending frustrate millions of families. The problem has little to do with income, a lot to do with spending. Spending less than you earn is the essential foundation that creates the capital for investing and wealth building.

Avoid Budget Busters Part 1: Thrift, an Old-Time Virtue Making a Comeback
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No matter how rich or poor you are, thrift is an integral part of your budget. Being thrifty is a godly and biblical virtue.

Video: Google Search Humor
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A humorous Google search for Charlottesville financial planning.

Your Parents’ Estate Plan Part 2: What You Need to Know
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A thoughtful estate plan can make your heirs’ lives easier. But it is your parents’ estate planning that will make your life easier.

Your Parents’ Estate Plan Part 1: Why You Need to Know
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Your estate plan can make your heirs’ lives easier. But it is your parents’ estate planning that will make your life easier.

America, Land Of The Mostly Free
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America is officially no longer free.

The TANSTAAFL Principle
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“There ain’t no such thing as a free lunch.” As early as 1938, this phrase was touted as “economics in nine words.”

Start Saving for College the Day They Are Born
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My youngest is a first-year student at the University of Virginia. My coauthor Matthew’s youngest child was born only a month ago. There is no such thing as saving too early.

Reflecting on 2009 Returns Provides Lessons Going Forward
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Those who moved their investments to the supposed safety of Treasury bond investments were deeply disappointed.

Video: Comprehensive Wealth Management: Life Planning, Part 8
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Life Planning is an important part of the wealth management process. It’s not enough to have money; you need to know what the money is for.

Video: Comprehensive Wealth Management: Life Planning, Part 3
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Life Planning is an important part of the wealth management process. It’s not enough to have money; you need to know what the money is for.

Video: Comprehensive Wealth Management: Life Planning, Part 9
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Life Planning is an important part of the wealth management process. It’s not enough to have money; you need to know what the money is for.

Video: Comprehensive Wealth Management: Life Planning, Part 4
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Life Planning is an important part of the wealth management process. It’s not enough to have money; you need to know what the money is for.

Video: Comprehensive Wealth Management: Life Planning, Part 6
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Life Planning is an important part of the wealth management process. It’s not enough to have money; you need to know what the money is for.

Video: Comprehensive Wealth Management: Life Planning, Part 2
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Life Planning is an important part of the wealth management process. It’s not enough to have money; you need to know what the money is for.

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