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

The Luck of the Lottery

(10-19-2014)

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

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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.

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Featured Video

Video: Health Savings Accounts May Save You Money

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Upcoming Events

10/31

Halloween

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11/02

Plan not to go into debt for Christmas

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11/02

2:00 am

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

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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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