Welcome

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.

Marotta periodic table of elements - What can we help you with?

Most Recent Articles

The Wealth of Nations is Their Freedom

(07/20/2014)

Are We Lab Rats?

(07/13/2014)

Our Government Versus The People

(07/06/2014)

Newest Article

Chipotle's Wisdom

(07-27-2014)

chipotle linet2

These quotes are provocative for what they say about us as Americans.

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Relevant Article

Relax with a "Gone-Fishing" Portfolio

Summer is almost here. It's time to go fishing or take a trip or do wherever else you enjoy while on vacation. Unless your interests lie in investment management or you have a trusted fiduciary watching over your investments, consider having a portfolio designed to allow you more time to relax.

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Featured Video

Video: The Seven Steps of Financial Preparedness

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Upcoming Events

08/01

Virginia's Sales Tax Holiday: School Supplies and Clothing.

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08/15

Avoid College Credit Card Offers

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09/01

Make sure your family has a budget

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In the News

Free NCEF Seminar: NAPs: Tax Credits for Giving to Local Charities

(06-10-2014)

Missed the talk? Go to SlideShare and download the slides and narration!

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