Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Jacob M
CFP®
Richmond, VA
Marotta Wealth Management, Inc.
Jacob Massanopoli is a CFP® professional with five years at Marotta Wealth Management and a total of two years in the financial advisory industry. His prior experience includes roles at RVA Wealth Management and positions related to Virginia Tech. Marotta Wealth Management serves individual and institutional clients, including retirees, university professors, and charitable organizations, offering comprehensive wealth management and financial planning. The firm employs a modern portfolio theory approach with diversified, low-cost indexed investments and operates as a fee-only fiduciary team with a focus on client education and formal management of corporate retirement and employee benefit plan assets.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters