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.

Marotta periodic table of elements - What can we help you with?

Newest Article

Cost-Benefit Analysis for Financial Planning

(04-19-2015)

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The cost of commission-based advisors are so hidden that you may be paying more than you realize.

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Relevant Article

Understanding Your IRS Form 1040

Do you bother to look at your taxes after filing them? Yes, you pay someone to fill out your tax return, but when it is done, do you ask what to change in the future to keep more of your earnings and forfeit less to Uncle Sam?

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Featured Video

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Video: Choose the Appropriate Investment Vehicle

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Upcoming Events

04/27

Teach Children To Save Day

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05/01

Look Over Your Tax Return

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05/01

Financial To Do List: Rebalance your retirement accounts this month

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In the News

First Quarter 2015 Returns: Our 6 Asset Classes

(04-13-2015)

Q1 2015 6 Asset Classes1t2

German stock good. German bonds not so good.

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