Marotta Wealth Management / Financial Advisor in Charlottesville, Virginia

Marotta Wealth Management is an independent, comprehensive wealth management firm offering a complete range of investment management and financial planning services. With a reputation for being analytical, we serve clients both locally in the Virginia area as well as across the country. Customer service is a core tenant of our work and our primary goal is to help our clients meet theirs.

Specialties

401K Consulting 401k Rollover 403B Plans Advisory And Investment Management Certified Financial Planner CFP ® Charitable Planning College Planning Comprehensive Financial Planning ETFs Family Financial Planning Fee Only Fee-Only Fiduciary Financial Planning Financial Planning Advice And Services Income Tax Planning Independent Investment Advisor Investment Consulting Investment Management Investment Policy Statements Investment Services IRA Legacy Planning Middle Income NAPFA Member Passive Investment Strategies Professional Wealth Management Registered Investment Advisor Retirement Distribution Plan Retirement Income Planning Retirement Planning Rollover Of 401k Or IRA Wealth Management