As part of our “Comprehensive” and “Collaborative” service levels, each client gets their own relationship advisor who serves as the head conductor and primary point of contact for all of that client’s needs.
With a relationship advisor, they are with you each step of the way. Your relationship advisor hosts your client meetings, responds to your email correspondence, and is a phone call away for your questions.
We work to fulfill our fiduciary responsibility by dividing areas of expertise into specialties and allowing team members to expand their knowledge and competence as a specialist in that area.
Thus, in addition to traders and specialists, we have advisors who specialize in being the primary point of contact for groups of clients. These advisors specialize in understanding the situation, values, and goals of the clients they serve. Then, they translate that understanding into which financial services we should offer and pull in the appropriate specialist to do the analysis.
The collaboration between advisors, specialists, and traders provides different perspectives on financial planning which enhance the service we offer to clients.
It would be difficult for any one advisor to be an expert in every area of comprehensive wealth management. For this reason, studies suggest that multi-advisor firms both do better as a firm and do better for their clients. They can perform the work better, faster, and smarter by each specializing and then collaborating with other team members.
At Marotta Wealth Management, we believe that a team collaborating on your behalf provides you with better service and a relationship advisor helps conduct that work into an integrated symphony of service.
Beth Nedelisky
Beth Nedelisky is a Wealth Manager and Investment Committee member at Marotta Wealth Management with a special interest in estate planning, trust and endowment management, and investment management. Beth earned a B.A. in Philosophy from Covenant College. Prior to joining … Read More
Austin Fey
Austin Fey is a Wealth Manager for Marotta Wealth Management. She specializes in giving appreciated stock to charity and designing asset allocations for employer-sponsored accounts with limited investment options. She is a regular contributor to our Marotta On Money articles, … Read More
Courtney Fraser Regan
Courtney Fraser Regan is a Wealth Manager and Investment Committee member at Marotta Wealth Management. She specializes in retirement accounts, required minimum distributions, and Roth conversions. She is also a portfolio manager who rebalances portfolios as well as trades in … Read More
Elizabeth Brew
Elizabeth Brew is a financial analyst, specializing in Social Security, safe withdrawal rates, and cash flow analysis; a portfolio manager who rebalances portfolios as well as trades in response to client cash flow needs; and a wealth manager to a … Read More
Libby Horbaly
Elizabeth “Libby” Horbaly is a Wealth Manager for Marotta Wealth Management. She graduated from Virginia Tech Summa Cum Laude and holds an Honors Scholar B.S. in Business with a concentration in Financial Planning. She also has a Minor in Psychology. … Read More
Alexandra Parker
Alexandra Parker is a Relationship Advisor for Marotta Wealth Management. After growing up in California, she graduated from the University of Virginia with a BA in English and American Politics. For four years, she worked in hospitality before beginning a … Read More
William Rice
William Rice is a financial analyst for Marotta Wealth Management. He is part of our tax specialty team and helps create our customized Roth conversion recommendations for Comprehensive clients. William is a quintuple major from Liberty University, holding degrees in … Read More
Jacob Massanopoli
Jacob Massanopoli is a financial analyst for Marotta Wealth Management. He is part of our tax specialty team and helps create our customized Roth conversion recommendations for Comprehensive clients. He graduated from Virginia Tech and holds an Honors Scholar B.S. … Read More
Greg Vairo
Greg Vairo is a financial analyst for Marotta Wealth Management. He is part of our tax specialty team and helps create our customized Roth conversion recommendations for Comprehensive clients. He graduated from Virginia Tech Cum Laude and holds an Honors … Read More
Zero Steps To Take Before Contacting a Financial Advisor
Don’t delay getting your finances in order until you get your finances in order. Ask for help today and see what wisdom a financial advisor has to share.
You Deserve More Than Investment Management and a Retirement Plan
We strive to provide the necessary resources for anyone to prepare their own investment plan and meet their financial objectives for free on our blog, but we offer more services than that to our clients.
Everyone Deserves a Fiduciary Standard of Care (or Why We Have a Service Level with No Minimums Now)
Thank you, Robert, for your email and your readership. I hope that everyone enjoys our new “Do-It-Yourself” service level.