Marotta Asset Management, Inc. provides comprehensive wealth management services for high net worth individuals.

If you match our Client Profile and would appreciate a confidential introductory meeting, we would be glad to discuss your needs and provide a detailed analysis of your investment portfolio. The first meeting is complimentary and requires no obligation on your part.

As strictly fee-only advisors and fiduciaries, we have no products to sell, brokerage sales quotas to fulfill, or commissions to generate from our recommendations. We represent our clients' best interests by sitting on their side of the table.

David John Marotta wins Amy Writing Award

From nearly 700 qualified entries received in the 2009 Amy Writing Awards program, an entry submitted by David John Marotta of Marotta Wealth Mangement has been selected as one of the fifteen prize winning entries.

The Amy Foundation, founded in 1976 by W. James Russell and his wife Phyllis, was named after their daughter. The Foundation is best known for its Amy Writing Awards, which is a call to present biblical truth reinforced with scripture in secular, non-religious publications. First prize is $10,000 with a total of $34,000 given annually to the authors of the 15 award-winning articles. It is acclaimed as one of the most popular journalism contest in the nation.

David John Marotta Featured on 1070 WINA Radio's The Shilling Show

Behavorial Finances

David John Marotta was the featured guest on The Rob Schilling Show (1070 WINA) on Tuesday, June 9th, 2009 from noon-1pm for an hour long phone-in discussion show. The topic was "Behavorial Finances". You can listen to the MP3 of the show here (37 min, 17MB).

Click here to view all Marotta radio appearances...

Beth Nedelisky Earns CFP® Designation

Beth Nedelisky recently earned the CERTIFIED FINANCIAL PLANNER (TM) (CFP®) designation from the Certified Financial Planner Board of Standards Inc., the professional regulatory organization that fosters competent and ethical standards in personal financial planning. Beth is a Wealth Manager with Marotta Wealth Management. She has a special interest in estate planning and investment management, and holds her Series 65 license that is administered by the Financial Industry Regulatory Authority (FINRA). 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 various financial planning topics. Beth holds a B.A. in Philosophy from Covenant College. The CFP exam covers financial planning topics in the areas of income taxes, estates, retirement, investments, employee benefits, and insurance and risk management. The national pass rate for the November 2008 CFP Certification examination was 56 percent.

Beth Nedelisky CFP®, Marotta Wealth Manager

Marotta Wealth Management awarded The Daily Progress Readers' Choice Award for 2008

Marotta Wealth Management has been awarded The Daily Progress Readers' Choice Award for 2008. Our firm was voted the best Financial Planning Firm by the Charlottesville-Albemarle community. Thank You for voting us #1 for all your comprehensive financial needs.

Marotta featured in CNN Money Magazine:
Where pros are putting their cash

Money magazine asked several financial experts:
What are you doing with your own portfolio in the wake of the financial crisis?

David John Marotta was featured among 18 other experts including Mark Zandi, Robert Arnott, Sam Stovall, Jeremy Siegel, Meir Statman, George Kinder and Bert Whitehead. To read all the comments go to:
http://money.cnn.com/galleries/2008/moneymag/0810/gallery.crisis_pros.moneymag/index.html.