Latest Articles

Succession Planning Options on a Donor Advised Fund
with No Comments

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.

How to Automatically Dial a Phone Extension
with No Comments

There are two methods of dialing an extension from the beginning of the call.

How Your Social Security Filing Affects Your Spouse
with No Comments

Married (or once married) taxpayers have several Social Security benefit options.

#TBT How Long Should I Keep Financial and Tax Records?
with No Comments

Whenever the IRS challenges you, the burden of producing evidence that your claims are true rests entirely with you.

Freedom Investing in Review (March 2025)
with No Comments

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.

#TBT Which Products Do You Buy and Which Do You Avoid?
with No Comments

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.

Read More Articles


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.

 

Get Started as a Client See Our Whole Team


 

Like what you read? Subscribe to our newsletter!