| Date | Description |
|---|
| 2023-09-12 |
delete source_ip 67.225.255.180 |
| 2023-09-12 |
insert source_ip 50.28.76.40 |
| 2023-08-10 |
insert otherexecutives Tim Landicho |
| 2023-08-10 |
insert person Tim Landicho |
| 2023-08-10 |
update person_description Austin Fey => Austin Fey |
| 2023-08-10 |
update person_title Jacob Massanopoli: Financial Analyst; Member of the Investment Committee => Financial Analyst; Member of the Investment Committee; Financial Analyst, CFP® |
| 2023-07-08 |
update person_title Greg Vairo: Financial Analyst; Member of the Investment Committee => Financial Analyst; Member of the Investment Committee; Financial Analyst, CFP® |
| 2022-11-13 |
insert otherexecutives Heather Kinrade |
| 2022-11-13 |
insert person Heather Kinrade |
| 2022-09-11 |
delete person Do Large Roth |
| 2022-09-11 |
insert person Charles Schwab |
| 2022-04-11 |
insert person Do Large Roth |
| 2021-12-07 |
delete otherexecutives Lee Wilson |
| 2021-12-07 |
delete person Lee Wilson |
| 2021-12-07 |
delete person Low Fees |
| 2021-12-07 |
update person_title David John Marotta: Review: USAA Cashback Rewards Plus American Express Credit Card; Principal; Best of, Dark Side of Financial Services; President, CFP®, AIF®, AAMS™; Systemic Barriers to Racial Diversity in Financial Planning; Q & a: Which Products Do You Buy and Which Do You Avoid; SEC Q & a: What Questions Should I Ask When Choosing an Investment Adviser or Financial Planner; President, CFP®, AIF®, AAMS®; Founder; President; Member of the Investment Committee => Principal; the Costly Effect of Saving in a Taxable Account; Dark Side of Financial Services; President, CFP®, AIF®, AAMS™; Q & a: Which Products Do You Buy and Which Do You Avoid; SEC Q & a: What Questions Should I Ask When Choosing an Investment Adviser or Financial Planner; Best of, Retirement Planning; President, CFP®, AIF®, AAMS®; Founder; President; Member of the Investment Committee |
| 2021-09-09 |
insert person Low Fees |
| 2021-09-09 |
update person_title David John Marotta: Principal; Best of, Dark Side of Financial Services; TBT Taxing Capital Gains Unfairly Taxes Inflation; Dark Side of Financial Services, Radio Appearances; President, CFP®, AIF®, AAMS™; Q & a: Which Products Do You Buy and Which Do You Avoid; SEC Q & a: What Questions Should I Ask When Choosing an Investment Adviser or Financial Planner; President, CFP®, AIF®, AAMS®; Founder; President; Best of, Budgeting, Cash Flow Analysis, Schwab Tutorial; Best of, Mortgage & Rental Analysis; Member of the Investment Committee => Review: USAA Cashback Rewards Plus American Express Credit Card; Principal; Best of, Dark Side of Financial Services; President, CFP®, AIF®, AAMS™; Systemic Barriers to Racial Diversity in Financial Planning; Q & a: Which Products Do You Buy and Which Do You Avoid; SEC Q & a: What Questions Should I Ask When Choosing an Investment Adviser or Financial Planner; President, CFP®, AIF®, AAMS®; Founder; President; Member of the Investment Committee |
| 2021-09-09 |
update person_title Elias McQuade: Financial Assistant; Member of the Investment Committee => Financial Analyst; Member of the Investment Committee |
| 2021-08-09 |
insert otherexecutives Greg Vairo |
| 2021-08-09 |
insert otherexecutives Jacob Massanopoli |
| 2021-08-09 |
insert person Greg Vairo |
| 2021-08-09 |
insert person Jacob Massanopoli |
| 2021-07-09 |
delete otherexecutives Elizabeth "Libby" Friday |
| 2021-07-09 |
insert otherexecutives Elizabeth "Libby" Horbaly |
| 2021-07-09 |
delete person Elizabeth "Libby" Friday |
| 2021-07-09 |
insert person Elizabeth "Libby" Horbaly |
| 2021-07-09 |
update person_title Alexandra Parker: Relationship Advisor; Member of the Investment Committee => Relationship Advisor, AAMS™; Member of the Investment Committee |
| 2021-06-07 |
insert person Baby Registry Guide |
| 2021-02-15 |
insert otherexecutives William Rice |
| 2021-02-15 |
insert person William Rice |
| 2021-01-16 |
insert otherexecutives Elizabeth Brew |
| 2021-01-16 |
delete person Matheson Russell |
| 2021-01-16 |
insert management_pages_linkeddomain amzn.to |
| 2021-01-16 |
insert person Elizabeth Brew |
| 2020-10-03 |
insert otherexecutives Alexandra Parker |
| 2020-10-03 |
insert management_pages_linkeddomain cffp.edu |
| 2020-10-03 |
insert person Alexandra Parker |
| 2020-10-03 |
update person_title Courtney Fraser: NAPFA Advisor; Wealth Manager, CFP®; Member of the Investment Committee => Wealth Manager and Investment Committee Member; NAPFA - Registered Advisor; Wealth Manager, CFP®; Member of the Investment Committee |
| 2020-10-03 |
update person_title Megan Marotta Russell: Chief Operating Officer; Member of the Investment Committee => Chief Operating Officer; Chief Operating Officer, APMA®; Member of the Investment Committee; Chief Operating Officer and an Investment Committee Member |
| 2020-06-26 |
delete person Harry Dent |
| 2020-05-27 |
insert person Harry Dent |
| 2020-04-27 |
delete founder David John Marotta |
| 2020-04-27 |
update person_title David John Marotta: Harvest Major Capital Losses Whenever You Have Them; Principal; Is ‘Sell the Bounce' a Good Investing Strategy; NAPFA Advisor; How to Spend: Use Only Just Enough; SEC Q & a: What Questions Should I Ask When Choosing an Investment Adviser or Financial Planner; TBT Revisiting 2008 When the Markets Were Dropping; 13 Financial Actions to Consider During Market Downturns Like This; President, CFP®, AIF®, AAMS®; Founder; President; Member of the Investment Committee => Harvest Major Capital Losses Whenever You Have Them; Principal; NAPFA Advisor; Q & a: Which Products Do You Buy and Which Do You Avoid; SEC Q & a: What Questions Should I Ask When Choosing an Investment Adviser or Financial Planner; President, CFP®, AIF®, AAMS®; TBT Safety Second; President; Member of the Investment Committee |
| 2020-03-27 |
update website_status FlippedRobots => OK |
| 2020-03-07 |
update website_status OK => FlippedRobots |
| 2020-02-06 |
delete otherexecutives Megan "Meg" McManus |
| 2020-02-06 |
update person_title Megan "Meg" McManus: Wealth Manager; Relationship Advisor; Member of the Investment Committee => Wealth Manager for Marotta Wealth Management from June 2018 to January 2020 |
| 2019-11-05 |
delete about_pages_linkeddomain focusonfiduciary.com |
| 2019-10-06 |
insert otherexecutives Lee Wilson |
| 2019-10-06 |
insert otherexecutives Wendy Saunders |
| 2019-10-06 |
insert person Lee Wilson |
| 2019-10-06 |
insert person Wendy Saunders |
| 2019-07-07 |
delete founder David John Marotta |
| 2019-07-07 |
insert otherexecutives Elizabeth "Libby" Friday |
| 2019-07-07 |
insert person Elizabeth "Libby" Friday |
| 2019-07-07 |
update person_title David John Marotta: Spam Analysis: the "Reclusive Millionaire Warns" Article; Principal; NAPFA Advisor; the Power of Compounding; Diagnostic Tool: What Are Normal Market Movements; President, CFP®, AIF®, AAMS®; Founder; President; Member of the Investment Committee => Principal; Q & a, Retirement Plan Management; NAPFA Advisor; the Power of Compounding; TBT Your Asset Allocation Should Be Priceless; Do Top - Ranked Funds Repeat; President, CFP®, AIF®, AAMS®; President; Member of the Investment Committee |
| 2019-06-06 |
update person_title David John Marotta: Becoming an Informed Consumer of Investment Media; Principal; NAPFA Advisor; Diagnostic Tool: What Are Normal Market Movements; President, CFP®, AIF®, AAMS®; Founder; Best of, Investments; President; Member of the Investment Committee => Spam Analysis: the "Reclusive Millionaire Warns" Article; Principal; NAPFA Advisor; the Power of Compounding; Diagnostic Tool: What Are Normal Market Movements; President, CFP®, AIF®, AAMS®; Founder; President; Member of the Investment Committee |
| 2019-06-06 |
update person_title Elizabeth Woodrum: Financial Analyst; Member of the Investment Committee => Financial Analyst; Member of the Investment Committee; Financial Analyst, CFP® |
| 2019-05-05 |
update person_title David John Marotta: Principal; NAPFA Advisor; Best of, Social Security Planning; Q & a: What Is the Average Real Return of the Stock Market; President, CFP®, AIF®, AAMS®; Founder; Best of, Investments; President; Fiduciary, Investments; Radio: Checklist for Reviewing Your Tax Return; Member of the Investment Committee => Becoming an Informed Consumer of Investment Media; Principal; NAPFA Advisor; Diagnostic Tool: What Are Normal Market Movements; President, CFP®, AIF®, AAMS®; Founder; Best of, Investments; President; Member of the Investment Committee |
| 2019-04-05 |
update person_title David John Marotta: TBT That Rebate Check Could Ruin Your Retirement; You Should Fund Your HSA for the Maximum; Principal; NAPFA Advisor; President, CFP®, AIF®, AAMS®; Founder; Is ‘Buy on the Dips' a Good Investing Strategy; President; Member of the Investment Committee => Principal; NAPFA Advisor; Best of, Social Security Planning; Q & a: What Is the Average Real Return of the Stock Market; President, CFP®, AIF®, AAMS®; Founder; Best of, Investments; President; Fiduciary, Investments; Radio: Checklist for Reviewing Your Tax Return; Member of the Investment Committee |
| 2019-02-23 |
delete person Astrid Leong |
| 2019-02-23 |
update person_title David John Marotta: Principal; NAPFA Advisor; Cost of Credit Card Debt Calculator; President, CFP®, AIF®, AAMS®; Founder; President; Member of the Investment Committee; Radio: Seven Financial Resolutions for the 2019 New Year => TBT That Rebate Check Could Ruin Your Retirement; You Should Fund Your HSA for the Maximum; Principal; NAPFA Advisor; President, CFP®, AIF®, AAMS®; Founder; Is ‘Buy on the Dips' a Good Investing Strategy; President; Member of the Investment Committee |
| 2019-01-22 |
insert person Astrid Leong |
| 2019-01-22 |
update person_title David John Marotta: Using Math to Decide When to Realize Capital Gains; Principal; NAPFA Advisor; Everyone Deserves a Fiduciary Standard of Care ( or Why We Have a Service Level With No Minimums Now ); President, CFP®, AIF®, AAMS®; Founder; President; a Case Study in a Misleading Annuity Sales Advertisement; Member of the Investment Committee => Principal; NAPFA Advisor; Cost of Credit Card Debt Calculator; President, CFP®, AIF®, AAMS®; Founder; President; Member of the Investment Committee; Radio: Seven Financial Resolutions for the 2019 New Year |
| 2018-12-16 |
update person_title David John Marotta: Using Math to Decide When to Realize Capital Gains; Principal; How Can I View Global Market Movements by Country; NAPFA Advisor; Asset Allocation, Investments; What Is Integrated Financial Planning; President, CFP®, AIF®, AAMS®; Founder; President; Member of the Investment Committee => Using Math to Decide When to Realize Capital Gains; Principal; NAPFA Advisor; Everyone Deserves a Fiduciary Standard of Care ( or Why We Have a Service Level With No Minimums Now ); President, CFP®, AIF®, AAMS®; Founder; President; a Case Study in a Misleading Annuity Sales Advertisement; Member of the Investment Committee |
| 2018-10-16 |
insert founder David John Marotta |
| 2018-10-16 |
insert otherexecutives Megan "Meg" McManus |
| 2018-10-16 |
insert person Megan "Meg" McManus |
| 2018-10-16 |
update person_title David John Marotta: Principal; TBT Cash Has Been the Riskiest Investment; NAPFA Advisor; Why the 4% Rule Is Not a Sufficient Withdrawal Strategy; President, CFP®, AIF®, AAMS®; President; Member of the Investment Committee; Safe Withdrawal Rates, Asset Allocation, and the Importance of Staying Invested => Using Math to Decide When to Realize Capital Gains; Principal; How Can I View Global Market Movements by Country; NAPFA Advisor; Asset Allocation, Investments; What Is Integrated Financial Planning; President, CFP®, AIF®, AAMS®; Founder; President; Member of the Investment Committee |
| 2018-06-10 |
delete founder David John Marotta |
| 2018-06-10 |
delete person Do Large Roth |
| 2018-06-10 |
delete person Marotta Retirement Plans |
| 2018-06-10 |
update person_title Courtney Fraser: Wealth Manager; Member of the Investment Committee => Wealth Manager, CFP®; Member of the Investment Committee |
| 2018-06-10 |
update person_title David John Marotta: Principal; NAPFA Advisor; Best Non - Correlated Asset Classes for the S & P 500; We Recommend This Gone Fishing Portfolio for Accounts Hosted at ETrade; President, CFP®, AIF®, AAMS®; Founder; President; Member of the Investment Committee; Best of, Investment Reporting => Principal; TBT Cash Has Been the Riskiest Investment; NAPFA Advisor; Why the 4% Rule Is Not a Sufficient Withdrawal Strategy; President, CFP®, AIF®, AAMS®; President; Member of the Investment Committee; Safe Withdrawal Rates, Asset Allocation, and the Importance of Staying Invested |
| 2018-04-17 |
insert person Do Large Roth |
| 2018-03-07 |
update website_status EmptyPage => OK |
| 2018-03-07 |
insert otherexecutives Beth Nedelisky |
| 2018-03-07 |
insert otherexecutives Courtney Fraser |
| 2018-03-07 |
insert otherexecutives David John Marotta |
| 2018-03-07 |
insert president David John Marotta |
| 2018-03-07 |
delete about_pages_linkeddomain emarotta.com |
| 2018-03-07 |
delete about_pages_linkeddomain forbes.com |
| 2018-03-07 |
delete about_pages_linkeddomain freemoneyfinance.com |
| 2018-03-07 |
delete about_pages_linkeddomain marottawealthmanagement.com |
| 2018-03-07 |
delete about_pages_linkeddomain umstattdmedia.com |
| 2018-03-07 |
delete casestudy_pages_linkeddomain emarotta.com |
| 2018-03-07 |
delete casestudy_pages_linkeddomain forbes.com |
| 2018-03-07 |
delete casestudy_pages_linkeddomain freemoneyfinance.com |
| 2018-03-07 |
delete casestudy_pages_linkeddomain marottawealthmanagement.com |
| 2018-03-07 |
delete casestudy_pages_linkeddomain napfa.org |
| 2018-03-07 |
delete casestudy_pages_linkeddomain umstattdmedia.com |
| 2018-03-07 |
delete contact_pages_linkeddomain emarotta.com |
| 2018-03-07 |
delete contact_pages_linkeddomain forbes.com |
| 2018-03-07 |
delete contact_pages_linkeddomain freemoneyfinance.com |
| 2018-03-07 |
delete contact_pages_linkeddomain marottawealthmanagement.com |
| 2018-03-07 |
delete contact_pages_linkeddomain napfa.org |
| 2018-03-07 |
delete contact_pages_linkeddomain umstattdmedia.com |
| 2018-03-07 |
delete index_pages_linkeddomain emarotta.com |
| 2018-03-07 |
delete index_pages_linkeddomain forbes.com |
| 2018-03-07 |
delete index_pages_linkeddomain freemoneyfinance.com |
| 2018-03-07 |
delete index_pages_linkeddomain marottawealthmanagement.com |
| 2018-03-07 |
delete index_pages_linkeddomain napfa.org |
| 2018-03-07 |
delete index_pages_linkeddomain umstattdmedia.com |
| 2018-03-07 |
delete person Matheson Rusell |
| 2018-03-07 |
delete source_ip 50.226.52.115 |
| 2018-03-07 |
insert about_pages_linkeddomain focusonfiduciary.com |
| 2018-03-07 |
insert address 1000 Ednam Center, Suite 200
Charlottesville, VA 22903 |
| 2018-03-07 |
insert address 1000 Ednam Center, Suite 200
Charlottesville, VA 22903-4615 |
| 2018-03-07 |
insert person Courtney Fraser |
| 2018-03-07 |
insert person Marotta Retirement |
| 2018-03-07 |
insert phone (434) 244-0000 |
| 2018-03-07 |
insert source_ip 67.225.255.180 |
| 2018-03-07 |
update person_description Austin Fey => Austin Fey |
| 2018-03-07 |
update person_description Beth Nedelisky => Beth Nedelisky |
| 2018-03-07 |
update person_description David John Marotta => David John Marotta |
| 2018-03-07 |
update person_description Megan Russell => Megan Russell |
| 2018-03-07 |
update person_title Beth Nedelisky: null => Wealth Manager and Investment Committee Member; NAPFA Advisor; Member of the Investment Committee; Wealth Manager, CFA, CFP; Wealth Manager, CFA, CFP® |
| 2018-03-07 |
update person_title David John Marotta: null => Principal; NAPFA Advisor; President, CFP®, AIF®, AAMS®; Is Portfolio Rebalancing Overrated; President; a Closer Look at the past Performance Disclaimer; Member of the Investment Committee |
| 2018-03-07 |
update primary_contact null => 1000 Ednam Center, Suite 200
Charlottesville, VA 22903 |
| 2017-10-22 |
update website_status OK => EmptyPage |
| 2017-08-02 |
delete source_ip 64.203.187.45 |
| 2017-08-02 |
insert source_ip 50.226.52.115 |
| 2017-02-08 |
delete person Bob Arms |
| 2017-02-08 |
insert person Matheson Rusell |
| 2016-09-29 |
delete person Friedrich August |
| 2016-06-26 |
delete about_pages_linkeddomain kittenomics.com |
| 2016-06-26 |
delete casestudy_pages_linkeddomain richmond-more.org |
| 2016-03-02 |
delete source_ip 64.203.187.40 |
| 2016-03-02 |
insert source_ip 64.203.187.45 |
| 2016-01-25 |
delete source_ip 64.203.187.45 |
| 2016-01-25 |
insert source_ip 64.203.187.40 |
| 2015-09-02 |
delete about_pages_linkeddomain blogcarnivalhq.com |
| 2015-02-03 |
insert coo Megan Russell |
| 2015-02-03 |
delete person Friedrich August |
| 2015-02-03 |
insert management_pages_linkeddomain kittenomics.com |
| 2015-02-03 |
update person_title Megan Russell: Systems Analyst => Chief Operating Officer |
| 2014-12-02 |
insert person Friedrich August |
| 2014-12-02 |
update person_description Austin Fey => Austin Fey |
| 2014-11-04 |
delete person Friedrich August |
| 2014-10-07 |
insert person Friedrich August |