Richmond, VA Office

Marotta Wealth Management serves both individual and institutional clients with comprehensive wealth management and financial planning services. The firm works with retirees and pre-retirees, university professors, small business owners, trusts, estates, charitable organizations, and also provides pension and profit‑sharing plan and employee benefit plan services.

The firm uses a modern portfolio theory framework, building diversified portfolios across six asset classes (short money, U.S. bonds, foreign bonds, U.S. stocks, foreign stocks, and resource stocks), favors low‑cost indexed investments, and advocates periodic rebalancing. Advisors operate as fee‑only fiduciaries, collaborate with clients to craft an Investment Policy Statement, and offer three service tiers including an investment‑only do‑it‑yourself option that can use an institutional platform.

Compared with many peers, the firm documents a formal practice for managing corporate retirement and employee benefit plan assets and maintains a multi‑advisor team with a high proportion of CFP and NAPFA‑registered professionals. It also highlights a client focus on university faculty and draws on staff experience in teaching and education, which supports the firm’s emphasis on client education and ongoing written guidance.