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

The Mindset of the Lottery



The classic conversational pastime of answering the question, "What would you do if you won the lottery?" could help you or it could hurt.

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Relevant Article

Mindless Spending 2: You'll Get By with a Little Help from Your Friends

Both mindless eating and mindless spending rely on our subconscious need to follow scripts to pace our consumption. Community plays a huge role in regulating our financial destiny--either a path of savings that builds real wealth or a path of spending that leads to impoverishment.

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Video: Health Savings Accounts May Save You Money

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Plan not to go into debt for Christmas

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

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Election Day

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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!

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