Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Marotta Russell is a Certified Financial Planner™ and an Investment Advisor Representative registered with Marotta Wealth Management, Inc. Megan has been working in the financial industry since June 2005. Megan focuses on the needs of high net worth individuals, charitable organizations, and pension and profit-sharing plans. Marotta Wealth Management provides a range of advisory services including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for both individuals and businesses. The firm is located in Charlottesville, Virginia.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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VA
05/26/2023 - Present
Marotta Wealth Management, Inc. (CHARLOTTESVILLE VA)
Active
Inactive
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