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?

Newest Article

The Luck of the Lottery



Government-run lotteries have a sordid and monopolistic past. Should we enforce a separation of sin and state?

Read More

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.

Read More

Featured Video

Video: Health Savings Accounts May Save You Money

See the Video

Upcoming Events



Learn more


Plan not to go into debt for Christmas

Learn more


2:00 am

Daylight savings time ends. Set your clock back one hour.

Learn more

See All Events

In the News

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


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

Read More