Elizabeth F. Horbaly
MAROTTA WEALTH MANAGEMENT
Charlottesville, VA 22903-4615
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CRD#: 7134714
Professional summary
Elizabeth Friday Horbaly, CFP®, who also goes by Elizabeth Ellen Friday, is a registered financial advisor currently at MAROTTA WEALTH MANAGEMENT, INC. located in Charlottesville, Virginia.
Elizabeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Elizabeth has worked at 1 firm and has passed the Series 65 exam.
Core Areas of Focus
Charitable Giving
College/Education Planning
High Net Worth Client Needs
Investment Advice with Ongoing Management
Retirement Planning & Distribution Rules
Tax Planning
Biography
Elizabeth “Libby” Horbaly is a Wealth Manager for Marotta Wealth Management.
She graduated from Virginia Tech Summa Cum Laude and holds an Honors Scholar B.S. in Business with a concentration in Financial Planning. She also has a Minor in Psychology. During her time at Virginia Tech, Libby was an active member in the Virginia Tech collegiate chapter of the Financial Planning Association (FPA) where she attended a national FPA conference.
Libby joined the firm in 2019.
She currently lives in Norfolk, Virginia with her husband. In her spare time, she enjoys reading, sailing, and spending time with her family.
Question & Answer
What are your service offerings?
Social Security Planning
Investment Planning
Small Business Planning
Comprehensive Financial Planni...
Tax Planning
Retirement Planning
Education Planning
Are you a "fiduciary"?
Yes
Aliases
Elizabeth Ellen Friday
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Elizabeth Friday Horbaly's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2021
Experience
Current
July 5, 2019 - Present
MAROTTA WEALTH MANAGEMENT, INC.
Office #1: 1000 Ednam Center Suite 200, Charlottesville, VA 22903-4615RIA
CRD#: 115645
Charlottesville, VA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MAROTTA WEALTH MANAGEMENT, INC.
MAROTTA ASSET MANAGEMENT, INC. | MAROTTA WEALTH MANAGEMENT, INC. | MAROTTA WEALTH MANAGEMENT
CRD#: 115645 / SEC#: 801-62848
RIA
Registered Investment Advisory firm - (3/10/2004 Approved)California
Registered Investment Advisory firm - (4/14/2004 Terminated)Virginia
Registered Investment Advisory firm - (4/13/2004 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(5/8/2023)
IAR
Virginia(7/5/2019)
Current Firm
MAROTTA WEALTH MANAGEMENT, INC.
MAROTTA ASSET MANAGEMENT, INC. | MAROTTA WEALTH MANAGEMENT, INC. | MAROTTA WEALTH MANAGEMENT
CRD#: 115645 / SEC#: 801-62848
RIA
Registered Investment Advisory firm - (3/10/2004 Approved)California
Registered Investment Advisory firm - (4/14/2004 Terminated)Virginia
Registered Investment Advisory firm - (4/13/2004 Terminated)PREMIUM
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Contact information
Main Address
1000 Ednam Center Suite 200, Charlottesville, VA 22903-4615
Mailing Address
Phone number
(434) 244-0000
Established
Firm type
Fiscal year end
# of Employees
15
SEC notice filing (20 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,995 |
| AUM (Assets Under Management) | $ 603,847,208 |
Red Flags
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Company Information
MAROTTA WEALTH MANAGEMENT, INC.
CRD#: 115645Charlottesville, VA 22903-4615TRUST BUT VERIFY
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