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

How to Correct Excess Roth IRA Contributions



Regardless of the reason, if you have put too much money in your Roth IRA, the solution is the same.

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Relevant Article

George Marotta: What Is A Contrarian?

A contrarian is one who takes a side different from the masses. When everyone is going in one direction, a contrarian chooses to go in the other direction. I confess. I am a contrarian. In investment terms, it is difficult to be a contrarian.

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Video: Small Business Owners Benefit Most from Tax Planning

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Upcoming Events


Founders Day

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Virginia's Sales Tax Holiday: Energy Star and WaterSense Qualified Products.

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Do some year end tax planning

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In the News

Radio Interview: How Volatile Are the Markets?



David John Marotta was interviewed on radio 1070 WINA's Schilling Show discussing market volatility. Talking points include what it means to "make a market" in a security, what dips you should expect when investing in securities markets, and what being a contrarian investor really means.

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