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.



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.


Latest Articles

#TBT Common Endowment Mistakes
with No Comments

When endowment funds fall victim to poor management, the results are as bad as they are far reaching. This 2016 article reviews the six most common pitfalls of endowments and how to avoid them.

#TBT How to Pay Off Student Loans While Building Wealth
with No Comments

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.

Are You Paying For Your Fund’s Advertising?
with No Comments

If you own some mutual funds, chances are you are paying a hefty marketing price.

See More

Recent Best of Articles

Best Practices for Trusts, Foundations, and Endowments

with No Comments

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

with No Comments

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

See More Best Of

Like what you read? Subscribe to our newsletter!