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Investing Mistake: Paying Too Much In Investment Vehicle Fees
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There can be great value in the sage advice of a fee-only fiduciary advisor. Even if they brought no value for their investment management, they could still bring great value for their help in comprehensive wealth management. While a competent … Read More

How to Get Started with Retirement Planning
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Most of the assets you use to fund your retirement will come from compounded growth.

Value of a Roth Segregation Conversion Strategy
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While most investment advisors do one total conversion or partial conversion here or there, we have a dedicated Roth segregation strategy, which adds real value to our clients accounts.

How to Set Retirement Goals
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A fee-only financial advisor can provide the decades of support and encouragement to make financial planning, effective life planning.

How to Protect Your Retirement
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For many investors, a fee-only advisor pays for themselves in reduced expenses alone.

Radio: The Case for No Minimum Wage
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David John Marotta was interviewed on the Schilling Show discussing the minimum wage, and the reasons keeping (or raising) a mandatory minimum wage could actually hurt some workers.

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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.

 

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