Marotta Asset Management, Inc. is closed tied to the National Association of Personal Financial Advisors, a strictly Fee-Only® professional association. NAPFA planners sign an oath promising to put their clients' best interests first, never receive commissions, and provide full disclosure to their client of any conflicts of interest. Each of the Registered Investment Advisors of our firm subscribes to the National Association of Personal Financial Advisors (NAPFA) code of ethics - the highest standards in the financial services industry.

NAPFA members:

1. Must show compliance with federal and state investment advisor regulators
2. Must show evidence of advanced education in the field
3. Must have at least three years’ experience in comprehensive financial planning
4. Must submit a financial plan for peer review
5. Must submit documents that show that the planner is Fee-Only, does not work for a firm that sells financial products, and does not receive any compensation for recommending specific products or services.
6. Must sign a fiduciary oath and commit to a client-centered relationship. Every year upon renewal each member attests to continuing to uphold all of NAPFA’s membership requirements. Fee-Only compensation allows members to work solely for their clients.
7. Members complete 60 hours of continuing education every two years. These hours must include topics in the six areas comprising comprehensive financial planning.