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.

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Newest Article

Do Children Need To File A Tax Return To Fund Their Roth IRA?

(07-24-2016)

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The IRS does not require dependents whose gross income is only earned income to file a tax return if the amount is less than a certain amount.

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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

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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

Comparing Donor-Advised Funds

(07-24-2016)

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We have written before about the advantages of donor-advised funds. But there are multiple companies that offer these funds. Which company should you choose? While we don’t have room to go through all of them, here we compare three large brokerage companies that offer funds for the charitably inclined, Charles Schwab, Fidelity, and Vanguard.

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