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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Obama Acts Like a Mob Boss, But There Is a Solution



A mob boss exercises absolute control over his many followers and profits from the often criminal activities of his organization.

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The Poorhouses of "A Christmas Carol"

There are few better stories for talking about economics than Charles Dickens's "A Christmas Carol." Subsequent reinterpretations of the story often try to make capitalism Scrooge's problem and government-run social programs the answer, but that was not the case in Dickens's day or in his story.

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Video: Roth IRAs Make Great Estate Planning Tools

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In the News

Christmas Reading: The Finance of Charles Dickens' "A Christmas Carol"


For some Christmas-themed financial reading, check out David John Marotta's "A Christmas Carol" series, which examines the financial habits of various characters from Charles Dickens' beloved classic.

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