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 Economics of a Thanksgiving Turkey

(11-23-2014)

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The average factory-farmed frozen turkey from a grocery story is sold for as little as $0.67 per pound. Economics can offer five explanations.

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Relevant Article

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How Do Financial Advisors Earn Their Fee?

Few investors even ask how commission-based annuity salespeople earn their fee, but with fee-only advisors the question often arises. Investment fees are generally about 1% of assets under management and drop as assets rise above $1 million. The critical question to ask is "Where do financial advisors add value that might exceed the 1% fee they charge?"

Few investors even ask how commission-based annuity salespeople earn their fee, but with fee-only advisors the question often arises. Investment fees are generally about 1% of assets under management and drop as assets rise above $1 million. The critical question to ask is "Where do financial advisors add value that might exceed the 1% fee they charge?"

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Featured Video

video squirrel away money while you cant

Video: Squirrel Away Money While You Can

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Upcoming Events

11/27

Thanksgiving Day

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12/04

5:30 pm

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

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12/12

Shop for economically wise gifts

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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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