Financial, investment, and wealth management advice
If your estate wishes do not fit in the format of a Beneficiary Designation form, you can instead describe your beneficiary designations in an attachment.
If you are entitled to some of your spouse or ex-spouse’s benefits, a representative at your local Social Security office may be able to give you estimates of those benefits.
After a cash allocation for spending, we suggest you invest the remainder of your account in appreciating stocks.
Families that consider generational financial planning techniques can reduce the burden of taxes on the family as a whole.
Yes, but housing is one of many expenses that are subject to a reimbursement limit. Here’s how to do it.
This quarter, we saw that in 1-year returns ending June 30, 2026, Developed Freedom Investing had a -3.55% disadvantage, Emerging Market Freedom Investing had a +12.33% advantage, and Overall Freedom Investing had a +0.45% advantage.
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.
