#TBT Four Reasons to Rebalance
on June 12, 2025 with No Comments
This post reminds us that there are at least four reasons to rebalance where the benefit can be demonstrated or measured.
Latest Articles
Seven Ways To Cut The Deficit (March 1985)
on June 10, 2025 with No Comments
“We will have a better society when government becomes the last resort—instead of the first—in solving our problems.”
#TBT Is My House an Investment?
on June 5, 2025 with No Comments
For most families, the largest purchase they make will be their house. This 2011 post reminds us that the house you and your family live in is not an investment, but real estate can be.
New Investor Frequently Asked Questions
on June 3, 2025 with No Comments
Earning, spending, saving, and investing — a mastery of these four matters creates a financially healthy life.
#TBT Our Customized Roth Conversion Recommendations
on May 29, 2025 with No Comments
This 2017 article reminds us that there is not one best Roth conversion plan that you can apply to everyone.
How to Spend: Teaching Kids to Spend and to Give
on May 27, 2025 with No Comments
Imagine that you are covering all of your child’s basic care, but they have a savings stash. Would you let your child give all their savings away to charity?
Our goal is to help our clients meet theirs.
Marotta Wealth Management is a team of fee-only financial advisors in Charlottesville, VA. We are fiduciaries who sit on your side of the table to help you meet your financial goals. Our clients receive a high level of customer service as we strive to provide comprehensive financial planning.
Clients who benefit the most from our wealth management services are small business owners, university professors, or other super-savers who are busy productively saving wealth and want to delegate the financial management to a team of professionals.
If you want to get started quickly, simply call the firm at 434-244-0000 or contact us online to start the process of becoming one of our valued clients.
You can also read our Form CRS and ADV Part 2 descriptive brochures for more information about how Marotta Wealth Management works.
