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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We Need a Partial Shutdown of Government



Unless McConnell is willing to risk a government shutdown, he will ultimately have to acquiesce to Obama's wishes.

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Exchange Traded Funds

There has been nothing new in finance in the last fifty years - except exchange-traded funds. Exchange Traded Funds, or ETFs, combine many of the best characteristics of stocks and mutual funds.

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Video: Squirrel Away Money While You Can

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Upcoming Events


Consider tax loss selling

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Thanksgiving Day

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5:30 pm

Free NCEF Seminar: The State of the Economy -- 10 ETFs for 2015

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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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