Marotta Asset Management, Inc.
Financial Wisdom Our Firm For Our Clients Welcome...

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.


NAPFA Consumer Education Foundation - Charlottesville

UVA - Your Best Retirement Options

Charlottesville, October 22, 2008

The next NAPFA Consumer Education Foundation meeting will be held on Wednesday, October 22, 2008 from 7:00pm to 8:30pm at the Northside Library Meeting Room in the Albemarle Square Shopping Center. The topic will be "UVA - Your Best Retirement Options" . The speaker will be David John Marotta, AAMS, AIF® President of Marotta Wealth Management, Charlottesville, VA. If you have questions about the NAPFA Consumer Education Foundation or would like a schedule of upcoming NAPFA Foundation presentations, please contact Marotta Asset Management, Inc. of Charlottesville at (434) 244-0000, toll-free at (877) 244-1001, or send an email to

To learn more about the NAPFA Foundation visit
http://www.napfafoundation.org/NAPFAfoundation_Charlottesville.htm


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.


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

The Most Important Economic Political Issues

David John Marotta was the featured guest on The Rob Schilling Show (1070 WINA) on Tuesday, September 9th from 1-2pm for an hour long phone-in discussion show. The topic was "The Most Important Economic Political Issues". You can listen to the MP3 of the show here (30 min, 33MB).

Planning for College

David John Marotta was the featured guest on The Rob Schilling Show (1070 WINA) on Thursday, August 21st from 1-2pm for an hour long phone-in discussion show. The topic was "Planning for College". You can listen to the MP3 of the show here (30 min, 9MB).

Countries with Economic Freedom

David John Marotta was the featured guest on The Rob Schilling Show (1070 WINA) on Tuesday, July 15th from 1-2pm for an hour long phone-in discussion show. The topic was "Countries with the most Economic Freedom". You can listen to the MP3 of the show here (30 min, 33MB).

Retirement, Are You Ready?

David John Marotta was the featured guest on The Rob Schilling Show (1070 WINA) on Tuesday, June 10th from 1-2pm for an hour long phone-in discussion show. The topic was "Retirement, Are You Ready?". You can listen to the MP3 of the show here (30 min, 33MB).

Secrets of Financial Harmony in Marriage

David John Marotta was the featured guest on The Rob Schilling Show (1070 WINA) on Tuesday, May 6th from 1-2pm for an hour long phone-in discussion show. The topic was "Financial Harmony in Marriage". This is such an important issue, yet virtually no one is talking about it. You can listen to the MP3 of the show here (30 min, 33MB).


David John Marotta interviewed on Marketplace

Nancy Marshall Genzer of American Public Media's Marketplace interviewed David John Marotta on the safety of Money Market Investments in light of subprime lending.

You can listen to the 5 minutes on Marketplace's site at http://marketplace.publicradio.org/display/web/2007/11/30/in_search_of_a_security_blanket/
or on our site at http://www.emarotta.com/mp3/Marketplace20071130.


David John Marotta interviewed on WCCO

Elenor Mondale of Minneapolis WCCO News and Talk Radio interviewed David John Marotta on how couples can stop fighting over money.

You can listen to the 15 minutes on WCCO's site at http://www.wccoradio.com/topic/play_window.php?audioType=Episode&audioId=910509
or on our site at http://www.emarotta.com/mp3/WCCO20070806.mp3.


Featured column

The Seven Steps of Financial Preparedness (2008-10-06)

When a hurricane threatens, making a plan and gearing up for emergencies is imperative. Economic emergencies happen too, but it may be less obvious how to prepare. Here are seven steps you should take to weather any financial storm.

Our goal is to
help our clients
meet theirs.

Home  |   Financial Wisdom  |   Our Firm  |   For Our Clients  |   Articles  |   Forum  |   Newsletter  |   Contact Us
Layout, Design, and Content © 2004, Megan Marotta of Marotta Asset Management, Inc.
Site Map  |   Legal Information.