Marotta Wealth Management, Inc.

Timothy Landicho is a CFP® professional with three years of experience at Marotta Wealth Management, Inc. Prior to joining Marotta, he held various roles including positions within Loudoun County Public Schools and Virginia Tech. Marotta Wealth Management serves individual households, including high-net-worth and non-HNW clients, as well as institutional and plan clients. The firm employs a diversified, low-cost investment approach based on modern portfolio theory and a six-asset-class framework, providing comprehensive financial planning and discretionary investment management.

Megan Russell is a CFP® professional at Marotta Wealth Management, Inc. in Charlottesville, VA, with 2 years of industry experience. She has been with Marotta Wealth Management since 2005. Marotta Wealth Management serves individual households, including both high-net-worth and non-HNW clients, as well as institutional and plan clients. The firm provides investment management and comprehensive financial planning services, employing a diversified, low-cost investment approach based on modern portfolio theory and a six-asset-class framework.

David Marotta is a CFP® and Series 65-licensed advisor with 19 years of industry experience. He has worked at Marotta Asset Management since 1998. There are no notable outside business activities reported. Marotta Wealth Management serves individual households—including high-net-worth and non-HNW clients—as well as institutional and plan clients, providing investment management and comprehensive financial planning. The firm employs a diversified, low-cost investment approach based on modern portfolio theory and serves a broad range of clients including pension plans, small business owners, and generational trusts.

Elizabeth Horbaly is a CFP®-certified financial advisor with six years of industry experience, currently practicing at Marotta Wealth Management, Inc. in Charlottesville, VA since 2019. Prior to joining Marotta, she worked at Bronfman Rothschild and Virginia Tech Student Athlete Academic Support Services. She serves as an officer in her father's non-investment business, Custom Yacht Service, for continuity purposes without active involvement. Marotta Wealth Management serves individual households, including high-net-worth and non-HNW clients, as well as institutional and plan clients, offering investment management and comprehensive financial planning. The firm employs a diversified, low-cost investment approach based on modern portfolio theory and a six-asset-class framework, with a focus on discretionary management and client-specific policy statements.

Jacob Massanopoli is a CFP® professional with five years of experience at Marotta Wealth Management, Inc. Prior to joining Marotta, he worked at RVA Wealth Management and held roles at Virginia Tech and other firms. Marotta Wealth Management serves individual households—including high-net-worth and non-HNW clients—as well as institutional and plan clients. The firm provides investment management and comprehensive financial planning, employing a diversified, low-cost investment approach grounded in modern portfolio theory.

Courtney Regan is a CFP® with nine years of industry experience, currently serving as a financial advisor at Marotta Wealth Management, Inc. in Charlottesville, VA, where she has worked since 2016. Outside of her advisory role, she teaches fitness classes at Pure Barre. Marotta Wealth Management serves individual households, including high-net-worth clients, as well as institutional and plan clients, providing investment management and comprehensive financial planning. The firm employs a diversified, low-cost investment approach based on modern portfolio theory and serves a broad range of clients, including university professors, small business owners, and generational trusts.

Greg Vairo is a CFP® and Series 65-registered advisor with Marotta Wealth Management, Inc. in Charlottesville, VA, where he has worked since 2021. He has three years of industry experience and previously held roles at Obsidian Planning Solutions and Axa Advisors. Marotta Wealth Management serves individual households, including high-net-worth and non-HNW clients, as well as institutional and plan clients, offering investment management and comprehensive financial planning services. The firm follows a diversified, low-cost investment approach based on modern portfolio theory and serves a broad range of clients, including university professors, small business owners, and pension plans.

Elizabeth Brew is a CFP® and holds a Series 65 license, with eight years of experience in financial advising. She has worked at Marotta Wealth Management since 2017 and previously spent a year at McLean Asset Management. Marotta Wealth Management serves individual households, including high-net-worth and non-HNW clients, as well as institutional and plan clients. The firm provides investment management and comprehensive financial planning, focusing on diversified, low-cost portfolios based on modern portfolio theory and a six-asset-class framework.

Alexandra Goldston is a financial advisor at Marotta Wealth Management, Inc. She holds a Series 65 designation and has been with the firm since 2024. Prior to her current role, she held positions at several organizations including Wealth Enhancement Group, CrossPoint Wealth Partners, and Westin Hotels and Resorts. Outside of finance, she has experience working with a culinary business, Chef by Design. Marotta Wealth Management serves individual households—including high-net-worth and non-HNW clients—as well as institutional and plan clients, offering investment management alongside comprehensive financial planning services. The firm’s investment approach emphasizes diversified, low-cost funds within a six-asset-class framework, periodic rebalancing, and client-specific investment policy statements implemented on a discretionary basis.