I’m the president of Marotta Wealth Management, a fee-only comprehensive financial planning practice in Charlottesville, Virginia. My parents started their own firm during the early days of NAPFA. One of the best parts of my education was mentoring under my father, George Marotta, who I consider a financial Rembrandt. I grew up amongst my father’s work at the Hoover Institution alongside Milton Friedman, Edward Teller, Thomas Sowell, and other great research fellows there. We have developed our own principles of freedom investing to guide many of our strategic investment decisions.
My own background teaching Computer Science brings a precision, discipline, and automation to the financial planning process. We give as much of this information away in our weekly column and daily financial blog as well as interviews, speaking events and radio appearances.
In this video I explain that I write about what I consider to be the definition of wealth management: the small changes which have great effect over time. David John Marotta+
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The author is a Forbes contributor. The opinions expressed are those of the writer.