Beth Nedelisky

Wealth Manager, CFA, CFP®

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 the firm in 2005, Beth served as Director of Admissions for Covenant College. She has co-authored more than 30 articles on various financial planning topics, including estate planning and real estate.

Born in Africa, raised in Europe, and married in the USA, Beth understands world markets first hand.

She currently lives in Charlottesville with her husband and two daughters.

Credentials & Memberships


The CFP® certification is the recognized standard of excellence for competent and ethical personal financial planning.

For more information about this designation, see the CFP Board website.

Chartered Financial Analyst ®

The Chartered Financial Analyst ® designation is the most respected and recognized investment management designation in the world.

For more information about this designation, see the CFA Institute website.

NAPFA-Registered Financial Advisor

This membership represents the highest standard of fiduciary duty in the financial services industry.

For more information about this membership, see the National Association of Personal Financial Advisors.


Latest Articles

#TBT How to Pay Off Student Loans While Building Wealth
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With many of us saddled in student loan debt well into our late thirties, our retirement cannot wait for us to be debt free. This 2016 rewrite of a 2007 article teaches you how to get started with savings while repaying your loans.

#TBT Tackling College Costs at the Eleventh Hour
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The best way to climb the mountain of college costs is gradually, but if you need to make some last minute leaps, our government has a few tax-related strategies.

ABLE Accounts: Tax-Advantaged Savings for People with Disabilities
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ABLE accounts offer people with disabilities a new opportunity to save and invest for the future.

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Recent Best of Articles

Best Practices for Trusts, Foundations, and Endowments

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Even if a committee has contracted with “prudent experts,” the Committee never delegates its fiduciary responsibility.

Fulfilling Your Fiduciary Duty as a Trustee or Board Member

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Despite the fact that millions serve in a fiduciary role, many are wholly unaware of their legal responsibilities.

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