Marotta Wealth Management is an independent, comprehensive wealth management firm.
Equating an entire school system into an economic game is one way which has worked for Keys.
We are constantly reviewing our portfolios’ asset allocations in order to bring them more in line with our Investment Committee’s best practices. Here is a summary of our recent changes.
Three generations explain this family saying which teaches one method of mitigating risk.
Like any good free market system, it is infinitely flexible, adapting to the needs and resources of the environment.
The class will be held March 10 through March 31, 2022 each Thursday from noon to 1:30 PM on Zoom.
My grandfather turns 95 this year. He is one of my role models and favorite people. What a joy to celebrate him.
We are very pleased to announce that Elias McQuade is our newest CFA® charterholder at Marotta Wealth Management!
I recently received the following paraphrased questions from a prospective client and here were my replies.
This was part of an intentional anti-ad campaign that my mother instituted to inoculate her children against the power of Madison Avenue.
We are very pleased to announce that Libby Horbaly is our newest CERTIFIED FINANCIAL PLANNER™ (CFP®) professional at Marotta Wealth Management!
In the speech, she tells the story of how she taught second through sixth graders about democracy, economics, entrepreneurial endeavors, and personal financial planning.
An important part of the family’s emergency plan is to make sure you have a plan for when the financial spouse can no longer serve the family in that way, either because they are no longer interested or because of their incapacity.
We have an almost secret code behind the images we select.
“Parental Reminder #42” reminds us that goodness is something bigger than we can articulate but, even though we cannot express it fully, it is very important.
We pride ourselves on regularly and seamlessly offering our services regardless of who is working and who is taking time off.
Regardless of the usefulness of their questions or their website, I enjoy answering every set of advisor questions I find.
The phrase “bad poet” reminds me of that day when I was in elementary school. It is a lesson for each of us, regardless of our income level.
Yes, we are merely human, but our ideas and our analysis are powerful.
As part of the requirements, the SEC wrote passages which must be included verbatim in each relationship summary. Some of that required text are so-called conversation starter questions.
The class will be held March 19 through April 2, 2020 each Thursday from 11:00 AM to 12:30 PM at Homewood Suites in the Albemarle Room.
We adapt to the needs of our clients. However, absent other instruction, we do have a few intentions.
We see ourselves as your primary care provider for finances and strive to become experts in every specialty that you need while accompanying you on any referral to another firm we need to make.
We have a large distribution of clients at all portfolio sizes and, surprisingly, have all life stages near equally represented.
The selection of what products we purchase or avoid for clients is based solely on what we believe gives our clients the best chance to meet their goals.
There are several ways that I see my faith influence my work.
I agree with my grandfather that we should not be inclined to spend the rest of our lives in a rocking chair.
We are very pleased to announce that Elizabeth Woodrum is our newest CERTIFIED FINANCIAL PLANNER™ (CFP®) professional at Marotta Wealth Management!
We often get the question from plan participants, “What should I invest in?” Here are our recommendations in order.
The Marotta Investment Committee typically builds portfolios with average expense ratios of about 0.24%.
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.
Any investment manager can use the Institutional Intelligent Portfolio technology to implement extremely different investment philosophies.
Excellence and low cost can go together.
Our first goal is to be accurate. We want to do the task the right way. This is where workflows help.
Thank you, Robert, for your email and your readership. I hope that everyone enjoys our new “Do-It-Yourself” service level.
Although they are cheaper, the robo-investing accounts are not beneficial to everyone.
We believe following our eight principles to safeguard your money provides a better safeguard than checking for past violations.
You deserve advice from a firm where you don’t have to second guess where their loyalties lie.
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.
At Marotta Wealth Management, we believe that a team collaborating on your behalf provides you with better service.
We believe that the basic principles of financial planning are the same no matter how many zeros you add.
If this is the approach you want for your financial planning, give us a call to get started today!
We offer comprehensive wealth management services.
We require each Investment Committee member to have, at a minimum, the CERTIFIED FINANCIAL PLANNER™ (CFP®) or Chartered Financial Analyst ® (CFA) designation.
Marotta Wealth Management (originally Marotta Asset Management) was founded in 2000 by David John Marotta.
We have four tenets of quality defining our customer service here at Marotta.
We are very pleased to announce that Courtney Fraser is our newest CERTIFIED FINANCIAL PLANNER™ (CFP®) professional at Marotta Wealth Management!
Here are our answers and comments to the SEC’s eight suggested questions.
Happy Holidays from the team at Marotta Wealth Management, Inc.
AIF® and AIFA® designees share their knowledge and experiences in a way that helps fiduciaries better understand and perform their role.
I’d like to invite any of our subscribers in The Sunshine State to attend one of the following events as our guest.