Financial, investment, and wealth management advice
While the funds owned by your Donor-Advised Fund are no longer yours, there is some estate planning that can be done with your account.
There are two methods of dialing an extension from the beginning of the call.
Married (or once married) taxpayers have several Social Security benefit options.
Whenever the IRS challenges you, the burden of producing evidence that your claims are true rests entirely with you.
This quarter, we saw that in 1-year returns ending March 31, 2025, Developed Freedom Investing had a +1.27% advantage, Emerging Market Freedom Investing had a -9.45% disadvantage, and Overall Freedom Investing had a -2.01% disadvantage.
The selection of what products we purchase or avoid for clients is based solely on what we believe gives our clients the best chance to meet their goals.
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.
