Marotta Wealth Management is a team of fee-only financial advisors based in Charlottesville, VA. They are dedicated fiduciaries who prioritize their clients' financial goals and provide comprehensive financial planning services. Their clientele consists of small business owners, university professors, and super-savers who prefer to delegate their financial management to a team of professionals.
With a focus on customer service, Marotta Wealth Management offers a range of services including cash flow management, asset allocation design, portfolio management, tax planning, estate review, and retirement savings analysis. They pride themselves on being a trusted and reliable partner in helping clients achieve their financial objectives.
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