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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Most Recent Articles

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Marotta's 2016 Gone-Fishing Portfolio


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The gone-fishing portfolio provides suggested asset allocations for investors up to age 70 and up to $1 million.

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Relevant Article

Spending Retirement Income Can Be Risky

The most common request we get is for a back-of-the-napkin calculation of future yield, interest or income. But rather than being a conservative withdrawal rate, this strategy may actually lead people to spend too much.

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Video: The Four Deadly Sins of Investing

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In the News

Radio Interview: Wills, Estates, and Beneficiaries


David John Marotta was interviewed on radio WINA's Schilling Show discussing estate planning. David and host Rob Schilling discuss what estate planning is, why you want to do it, and explain some of the jargon. They also talk about whom to appoint to look after your affairs and settle your estate.

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