Marotta Wealth Management, Inc. is an independent, comprehensive wealth management firm offering a complete range of investment management and financial planning services.

These are our top three priorities:

  • To help our clients attain their goals by providing ongoing wealth management.
  • To manage client portfolios based on our analytic approach to asset allocation.   
  • To provide unbiased financial advice and to serve as fiduciaries for our clients.

We look forward to meeting you and discussing your financial needs.  We also offer a free weekly email newsletter with financial advice and information on upcoming financial events. Click here to subscribe.

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Newest Article

How Can I Give Away Money From My IRA?



What if you do not need all the money from your RMD and you are also charitably inclined?

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Relevant Article

Mindless Spending 1: Frequency Matters More Than Height

We all think we can't be fooled by something as obvious as the the difference between height and width. But our brains are wired that way, without exception.

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Video: Health Savings Accounts May Save You Money

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In the News

Fixing 401(k) Rollover Mistakes


The IRS has a rule that if you are doing a rollover for a 401(k), you have 60 days to complete that process. But what if you experience a tragedy and can't finish on time?

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