Financial Advisors
· Charlottesville, VA
Published in partnership with Marotta Wealth Management Inc
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Marotta Wealth Management is a fee-only fiduciary firm in Charlottesville, VA specializing in comprehensive financial planning and investment management for high-net-worth individuals. Founded by George Marotta, the firm serves successful professionals—including small business owners, university professors, and aggressive savers—who want professional management of their portfolios and financial lives. They differentiate themselves through fee-only pricing, fiduciary duty, and deep expertise in tax-efficient strategies like Roth conversions, backdoor contributions, and charitable giving.
Best for: Small business owners, University professors, High-income earners, Busy professionals seeking comprehensive wealth delegation
Service area: Charlottesville, VA and surrounding Central Virginia
Fee-Only & Fiduciary Standard: Marotta operates on a fee-only model with no commissions, and acts as a fiduciary at all times—meaning they are legally bound to put client interests first.
Specialized Tax & Wealth Strategies: The firm offers sophisticated planning including Roth conversions, backdoor contributions, qualified charitable distributions, and capital gains management—ideal for high-income professionals.
Integrated Life Planning: Beyond portfolio management, Marotta provides cash flow analysis, retirement savings/spending analysis, intergenerational planning, and dynamic portfolio tilting.
Book online: Book Online Now →
Phone: (434) 244-0000
Address: 1000 Ednam Center #200, Charlottesville, VA 22903 (Get directions)
Website: marottaonmoney.com/