As part of our “Comprehensive” and “Collaborative” service levels, each client gets their own relationship advisor who serves as the head conductor and primary point of contact for all of that client’s needs.
With a relationship advisor, they are with you each step of the way. Your relationship advisor hosts your client meetings, responds to your email correspondence, and is a phone call away for your questions.
We work to fulfill our fiduciary responsibility by dividing areas of expertise into specialties and allowing team members to expand their knowledge and competence as a specialist in that area.
Thus, in addition to traders and specialists, we have advisors who specialize in being the primary point of contact for groups of clients. These advisors specialize in understanding the situation, values, and goals of the clients they serve. Then, they translate that understanding into which financial services we should offer and pull in the appropriate specialist to do the analysis.
The collaboration between advisors, specialists, and traders provides different perspectives on financial planning which enhance the service we offer to clients.
It would be difficult for any one advisor to be an expert in every area of comprehensive wealth management. For this reason, studies suggest that multi-advisor firms both do better as a firm and do better for their clients. They can perform the work better, faster, and smarter by each specializing and then collaborating with other team members.
At Marotta Wealth Management, we believe that a team collaborating on your behalf provides you with better service and a relationship advisor helps conduct that work into an integrated symphony of service.
Amber Byies
Amber Byies is a Relationship Advisor for Marotta Wealth Management. She graduated with a B.S. in Business with a concentration in Financial Planning. While at Virginia Tech, Amber was involved with First Generation Investors and a coach for The Stock … Read More
Tim Landicho
Tim Landicho is a Relationship Advisor for Marotta Wealth Management. He graduated Cum Laude from Virginia Tech and holds a B.S. in Business with a concentration in Financial Planning. During his time at Virginia Tech, Tim worked as a Financial … Read More
Alexandra Parker
Alexandra Parker is a Relationship Advisor for Marotta Wealth Management. After growing up in California, she graduated from the University of Virginia with a BA in English and American Politics. For four years, she worked in hospitality before beginning a … Read More
Libby Horbaly
Elizabeth “Libby” Horbaly is a Wealth Manager for Marotta Wealth Management. She graduated from Virginia Tech Summa Cum Laude and holds an Honors Scholar B.S. in Business with a concentration in Financial Planning. She also has a Minor in Psychology. … Read More
Courtney Fraser Regan
Courtney Fraser Regan is a Wealth Manager and Investment Committee member at Marotta Wealth Management. She specializes in retirement accounts, required minimum distributions, and Roth conversions. Courtney holds a bachelor of science in Applied Economic Management with a concentration in … Read More
Austin Fey
Austin Fey is a Wealth Manager for Marotta Wealth Management. She specializes in charitable giving and designing asset allocations for outside accounts with limited investment options. She has written over 200 articles, often giving advice to those just getting started … Read More
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