Matthew Illian was a Wealth Manager at Marotta Wealth Management specializing in small business consulting, college planning, and retirement plans.
Matthew Illian holds a B.A in Economics from the University of Virginia in 1999. He worked as a registered representative with AXA/Equitable for two years and then as a retirement specialist with Nationwide Retirement Solutions from 2003 to 2007.
Matthew worked with Marotta Wealth Management as a Wealth Manager from 2007 to 2016.
Authored Articles
Inflation Illustrated
We tracked the price of a first class stamp over the last 130 years, noting the changes, to show the steady erosion in buying power during that time.
Overfunded College 529 plan? No Problem!
No need to worry. You have many great options when managing an overfunded 529 college savings plan.
Does Your College Saving Need a Christmas Gift?
Some years, we fall behind and I try to make a year-end contribution to get us caught back up again.
Best of Articles
Is Graduate School a Good Investment? Here’s the Formula.
Your future path is sure to take many unexpected twists and turns, but you should run the numbers. Your future self will thank you.
The Ideal Retirement Plan Advisor
Our firm decided to become a 3(38) investment manager because playing this role offers our clients administrative relief. By taking on the role of a 3(38) adviser, we accept responsibility for selecting a prudent investment strategy.