#TBT The Complete Guide to Creating an Investment Plan
on June 18, 2026 with No Comments
This is a summary of the six steps required to create a well-crafted investment plan.
Latest Articles
Life Lesson #9: Do It Today
on June 16, 2026 with No Comments
Every choice you make is either towards or away from your dreams.
#TBT The Price of Listening to Dire Predictions
on June 11, 2026 with No Comments
While it is always true that a recession will come eventually, shifting to bonds whenever one is predicted has serious consequences.
Life Lesson #8: Spend Time with Loved Ones
on June 10, 2026 with No Comments
The time you spend with your loved ones compounds in value. Just like investing, the earlier you start the more wealth you can have later.
#TBT Three Strategies to Avoid Private Mortgage Insurance
on June 4, 2026 with No Comments
Avoiding PMI, if possible, is better for your long-term finances. Here are three strategies to avoid PMI.
How To Create a Comma-Delineated String and Parse It in Excel
on June 2, 2026 with No Comments
We use strings like these to save the tax plans we discover for a specific client as a part of our Tax Planning service.
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.
