Latest Articles

When You Should Not Do a Backdoor Roth
with No Comments

Like how diner coffee gets more bitter as the waitress tops off your cup with more coffee from the pot, so too the growth on your nondeductible assets increases your tax owed by decreasing the percent post-tax assets in your cup.

How to Readjust Your Retirement Plan
with No Comments

Sometimes the change can be in a direction you did not expect.

Invest Even When Afraid
with No Comments

You can’t invest for the future in the future. Don’t let your fear of the future ruin your future.

How to Save for Retirement
with No Comments

Every pay period, pay yourself first. You won’t miss what you don’t see.

How to Plan for Retirement
with No Comments

Failure to plan for retirement is the primary reason why retirement plans fail.

Read More Articles


David John Marotta

President, CFP®, AIF®, AAMS®

David Marotta, President of Marotta Wealth Management, develops the strategy for the organization, leads the management team, and spearheads the unique investment philosophy of the firm. David founded Marotta Asset Management in Charlottesville, Virginia, in 2000. He has been a … Read More

Beth Nedelisky

Wealth Manager, CFA, CFP®

Beth Nedelisky is a Wealth Manager with a special interest in estate planning and investment management. Prior to joining the firm in 2005, Beth served as Director of Admissions for Covenant College. She has co-authored more than 30 articles on … Read More

Our goal is to help our clients meet theirs.

Marotta Wealth Management is a team of fee-only fiduciary advisors who sit on your side of the table to help you meet your financial goals. Our clients receive a high level of customer service and comprehensive financial advice.

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 have at least $1.5 million in investable assets and 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 ADV Part 2 descriptive brochure for more information about how Marotta Wealth Management works.

 

Get Started as a Client See Our Whole Team

Austin Fey

Wealth Manager

Austin Fey is a Wealth Manager for Marotta Wealth Management. She specializes in giving appreciated stock to charity and designing asset allocations for employer-sponsored accounts with limited investment options. She is a regular contributor to our Marotta On Money articles, … Read More

Courtney Fraser

Wealth Manager

Courtney Fraser is a Wealth Manager, specializing in college planning, required minimum distributions, and Roth conversions. She is also a portfolio manager who rebalances portfolios as well as trades in response to client cash flow needs. She is currently studying … Read More


 

Interested in our services? Contact Us!

Subscribe to our newsletter!