---
title: "Courtney Fraser | Financial Advisors"
description: "Courtney Fraser at Marotta Wealth Management. Courtney Fraser is a Wealth Manager and Investment Committee member at Marotta Wealth Management. She…"
url: https://financialadvisors.com/advisors/courtney-fraser/
---

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# Courtney Fraser

Marotta Wealth Management

investment

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## About

Courtney Fraser is a Wealth Manager and Investment Committee member at Marotta Wealth Management. She specializes in retirement accounts, required minimum distributions, and Roth conversions.

She is also a portfolio manager who rebalances portfolios as well as trades in response to client cash flow needs.

Courtney graduated from Virginia Tech and holds a B.S. in Applied Economic Management with a concentration in Financial Planning. She first came to the firm as an intern in 2015 and joined the firm full-time in 2016. During her time at Virginia Tech, Courtney was an active member in the Virginia Tech collegiate chapter of the Financial Planning Association and was a recipient of the FSP Excellence in Financial Education Award.

## Firm Information

![Marotta Wealth Management logo](https://financialadvisors.com/wp-content/uploads/2023/06/2103161615912607Marotta-Logo_MASTERcolor.jpg)

Firm Marotta Wealth Management

Agency Type ria

Firm CRD# CRD#: 115645 SEC#:801-62848

About Firm

Marotta Wealth Management is an independent, fee-only, comprehensive wealth management firm offering a complete range of investment management and financial planning services. With a reputation for being analytical, we serve clients both locally in the Virginia area as well as across the country. [Customer service is a core tenet of our work](http://www.marottaonmoney.com/marottas-tenets-of-good-customer-service/) and our primary goal is to help our clients meet theirs.

As our client, you can expect to be presented with comprehensive financial plans custom-made for your specific situation and goals. We aim to have transparent conversations about possible investment plan designs and implementations, seeking approval before we act. At each step of the way, we ensure proper collaboration.

When we accept a client, we see the relationship as a lifetime partnership and will continue to serve you for as long as we have together.

Firm Location

## Professional Details

Advisor CRD# 6695894

Fiduciary No

### Contact Information

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[(434) 244-0000](tel:4342440000)

Address 1000 Ednam Center, Charlottesville, VA, USA

### Links

[Website](https://www.marottaonmoney.com/) SEC Form ADV Not provided Form CRS Not provided

[BrokerCheck Profile](https://adviserinfo.sec.gov/individual/summary/6695894)

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