Marotta Wealth Management, Inc.

Megan Russell is a CFP® professional with three years of industry experience at Marotta Wealth Management, Inc., where she has been part of the team since 2005. She is based in Charlottesville, VA. Marotta Wealth Management serves individual and institutional clients, including retirees, university professors, small business owners, and charitable organizations. The firm employs a modern portfolio theory approach with diversified, low-cost indexed investments, operates as a fee-only fiduciary, and offers multiple service tiers including an investment-only option.

David Marotta is a CFP® and Series 65 credentialed advisor with 19 years of experience, currently serving at Marotta Wealth Management, Inc. in Charlottesville, VA. He has been involved with Marotta Asset Management since 1998. There are no other notable outside business activities listed. Marotta Wealth Management serves individual and institutional clients with comprehensive wealth management and financial planning services, focusing on retirees, pre-retirees, university professors, small business owners, trusts, estates, and charitable organizations. The firm employs a modern portfolio theory framework with diversified portfolios and low-cost indexed investments, operating as fee-only fiduciaries with a strong emphasis on client education.

Elizabeth Horbaly is a CFP® professional with seven years of industry experience, currently serving at Marotta Wealth Management, Inc. since 2019. Her prior roles include positions at Bronfman Rothschild and Virginia Tech Student Athlete Academic Support Services. She is also an officer in a family business, Custom Yacht Service, maintained for continuity without active involvement. Marotta Wealth Management provides comprehensive wealth management and financial planning services to individual and institutional clients, including retirees, university professors, and charitable organizations. The firm employs a modern portfolio theory approach with diversified, low-cost indexed investments and offers multiple service tiers, operating as a fee-only fiduciary team with a focus on client education and managing retirement and employee benefit plan assets.

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.

Courtney Regan is a CFP® and Series 65 holder with 10 years of experience, currently serving at Marotta Wealth Management, Inc. in Charlottesville, VA since 2016. Outside of her financial advisory role, she teaches fitness classes at Pure Barre. Marotta Wealth Management provides comprehensive wealth management and financial planning services to individual and institutional clients, specializing in diversified portfolios based on modern portfolio theory and maintaining a multi-advisor team with a strong focus on education and fiduciary responsibility.

James Brynmor is a financial advisor at Marotta Wealth Management, Inc. based in Knoxville, TN. He holds a Series 65 designation and has one year of industry experience. His prior work experience includes roles at Leading Edge Financial Planning, Ameriprise Financial, and Capitol Financial Solutions. Marotta Wealth Management provides wealth management and financial planning services to individual and institutional clients, including retirees, university professors, small business owners, and charitable organizations. The firm employs a modern portfolio theory approach with diversified asset allocation and offers fee-only fiduciary advisory services through a multi-advisor team.

Greg Vairo is a CFP® and holds a Series 65 license with four years of industry experience. He has been with Marotta Wealth Management, Inc. for five years and previously worked at Obsidian Planning Solutions and Axa Advisors. Marotta Wealth Management serves individual and institutional clients, including retirees, university professors, small business owners, and charitable organizations. The firm employs a modern portfolio theory framework with diversified, low-cost indexed portfolios and offers a range of service options through a fee-only fiduciary model.

Elizabeth Brew is a CFP® with nine years of industry experience, currently serving as a financial advisor at Marotta Wealth Management, Inc. in Charlottesville, VA. She has worked at Marotta Wealth Management since 2017, following her time as a student from 2007 to 2017. Marotta Wealth Management provides comprehensive wealth management and financial planning services to individual and institutional clients, including retirees, university professors, small business owners, and charitable organizations. The firm employs a modern portfolio theory approach with diversified, low-cost indexed investments, and offers multiple service tiers through a fee-only fiduciary model.

Alexandra Goldston is a financial advisor at Marotta Wealth Management, Inc. with one year of industry experience. She holds a Series 65 credential and has worked in various roles including positions at Doordash and Virginia Polytechnic Institute. Outside of finance, she has experience in culinary services through her involvement with Chef by Design. Marotta Wealth Management serves individual and institutional clients including retirees, pre-retirees, university professors, small business owners, and charitable organizations. The firm employs a modern portfolio theory approach with diversified, low-cost indexed investments, offers fee-only fiduciary services, and emphasizes client education and documented management of corporate retirement and employee benefit plan assets.