Marotta Advisors Join NAPFA Bus In Richmond, Virginia

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Financial Organizations Are Taking Financial Education On The Road:

NAPFA Consumer Education Foundation, TD AMERITRADE
and Kiplinger’s Personal Finance magazine join forces with local financial advisors to deliver financial education during national bus tour.

The national savings rate in the United States is currently at an all-time low, which means millions of American families are not in a position to plan for their long-term financial well-being. This is a trend that must end. To help educate people on the need to save and to promote the need for financial literacy, the National Association of Personal Financial Advisors (NAPFA) Consumer Education Foundation (NCEF), TD Ameritrade Institutional, and Kiplinger’s Personal Finance magazine have teamed up with local members of NAPFA to bring this important message coast-to-coast.

NAPFA members from across the state of Virginia met in Richmond on Thursday, November 20th, 2008, to conduct free advice events and symposiums to help consumers get their financial life back in order. The State coordinator for this event, Matt Illian, of Marotta Wealth Management of Richmond, and Bob Arms and Frank McCraw, of Marotta Wealth Management of Charlottesville, were on hand to answer financial questions for the attending public. David John Marotta, President of Marotta Wealth Management, was a guest speaker at the symposium, which addressed issues of concern for Virginians.

For the next year, Your Money Bus Tour will be going from border-to-border and coast-to-coast to deliver this important message.  Fee-only financial advisors will be in cities across the country to conduct free advice events and symposiums where you can learn what you need to do to start saving and get your financial life in order.

Advisors also participated in short video blogs including:  David John Marotta at and Matt Illian at .

If you have questions about the NAPFA Consumer Education Foundation or would like a schedule of upcoming talks, please contact Marotta Wealth Management, Inc. of Charlottesville at (434) 244-0000, toll-free at (877) 244-1001, or by email at

You can also learn more about the NAPFA Foundation at

Photo by Karsten Würth (@karsten.wuerth) on Unsplash
Follow David John Marotta:

President, CFP®, AIF®, AAMS®

David John Marotta is the Founder and President of Marotta Wealth Management. He played for the State Department chess team at age 11, graduated from Stanford, taught Computer and Information Science, and still loves math and strategy games. In addition to his financial writing, David is a co-author of The Haunting of Bob Cratchit.