Marotta Wealth Management, Inc. is a family-run, independent Registered Investment Advisor (RIA) firm based in Charlottesville, Virginia. Founded on a philosophy of comprehensive financial planning and a disciplined investment strategy, the company operates under a fee-only model and serves as a fiduciary for its clients. Their services encompass a wide range of financial needs, including retirement planning, tax optimization, estate planning, and portfolio management, primarily for high-net-worth individuals and families.

Founded in

United States