All About Elizabeth Woodrum, CFP®
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We are very pleased to announce that Elizabeth Woodrum is our newest CERTIFIED FINANCIAL PLANNER™ (CFP®) professional at Marotta Wealth Management!

Q&A: I Have a Marotta-Managed 401(k). What Should I Invest In?
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We often get the question from plan participants, “What should I invest in?” Here are our recommendations in order.

2019 Analysis of Fund Families on the Marotta Buy List
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The Marotta Investment Committee typically builds portfolios with average expense ratios of about 0.24%.

Who Serves Low And Middle Income Consumers? We Do!
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The dark side argues that without commission-based sales people, low and middle income consumers will not have access to a financial advisor. They are wrong.

Seven Ways a Marotta-Managed Schwab Institutional Intelligent Portfolios is Better Than Schwab Retail
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Any investment manager can use the Institutional Intelligent Portfolio technology to implement extremely different investment philosophies.

How Our Systematic Approach Makes Us Better
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Our first goal is to be accurate. We want to do the task the right way. This is where workflows help.

Everyone Deserves a Fiduciary Standard of Care (or Why We Have a Service Level with No Minimums Now)
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Thank you, Robert, for your email and your readership. I hope that everyone enjoys our new “Do-It-Yourself” service level.

The Pros and Cons of a Marotta-Managed Schwab Institutional Intelligent Portfolios
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Although they are cheaper, the robo-investing accounts are not beneficial to everyone.

Q&A: Have You Ever Been Publicly Disciplined for Any Unlawful or Unethical Actions in Your Career?
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We believe following our eight principles to safeguard your money provides a better safeguard than checking for past violations.

Q&A: Do Others Stand to Gain from the Financial Advice You Give Me?
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You deserve advice from a firm where you don’t have to second guess where their loyalties lie.

Q&A: How Will I Pay for Your Financial Planning Services? How Much Do You Typically Charge?
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It is relatively easy for fee-only fiduciaries to answer the question “How much do you charge?” The only fee they collect is the fee that the client directly pays them.

Q&A: Will You Be the Only Financial Planner Working with Me?
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At Marotta Wealth Management, we believe that a team collaborating on your behalf provides you with better service.

Q&A: What Types of Clients Do You Typically Work with?
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We believe that the basic principles of financial planning are the same no matter how many zeros you add.

Q&A: What is Your Approach to Financial Planning?
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If this is the approach you want for your financial planning, give us a call to get started today!

Q&A: What Financial Planning Services Do You Offer?
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We offer comprehensive wealth management services.

Q&A: What Are Your Qualifications?
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We require each Investment Committee member to have, at a minimum, the Certified Financial Planner™ (CFP®) or Chartered Financial Analyst ® (CFA) designation.

Q&A: What Experience Do You Have?
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Marotta Wealth Management (originally Marotta Asset Management) was founded in 2000 by David John Marotta.

Marotta’s Tenets of Good Customer Service
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We have four tenets of quality defining our customer service here at Marotta.

All About Courtney Fraser, CFP®
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We are very pleased to announce that Courtney Fraser is our newest CERTIFIED FINANCIAL PLANNER™ (CFP®) at Marotta Wealth Management!

SEC Q&A: What Questions Should I Ask When Choosing an Investment Adviser or Financial Planner?
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Here are our answers and comments to the SEC’s eight suggested questions.

Happy Holidays 2013
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Happy Holidays from the team at Marotta Wealth Management, Inc.

David John Marotta Part of the 2013 AIF Designee Article Competition
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AIF® and AIFA® designees share their knowledge and experiences in a way that helps fiduciaries better understand and perform their role.

David John Marotta speaking in Florida (February 19-21, 2013)
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I’d like to invite any of our subscribers in The Sunshine State to attend one of the following events as our guest.

Merry Christmas 2012
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Merry Christmas from the team at Marotta Wealth Management, Inc.

David John Marotta an Article Competition Finalist
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David John Marotta’s article “Ten Questions to Ask a Financial Advisor” was a finalist in the fi360 2012 Article Competition.

David John Marotta in NAPFA Planning Perspectives Nov/Dec 2011
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An article by David John Marotta on how to glean information from your IRS 1040 tax return was featured in the latest Nov/Dec 2011 issue of NAPFA Planning Perspectives.

David John Marotta Receives Write-In Votes in Local Elections
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I was flattered to learn that I received several write in votes from among those dissatisfied with the choices presented on the ballot.

Family Affair
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Father George Marotta and son David John Marotta were featured in an article in Financial Planning magazine.

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