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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The Happy Habits of Appreciation and Gratitude



Life planning begins as thoughts and ultimately shapes our entire destiny.

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Relevant Article

Safeguard #1: Do Not Allow Your Advisor to Have Custody of Your Investments

I was recently asked if investors should trust their financial advisors. And my short answer, you may be surprised to hear, was no. Your financial advisor should not also have custody of your investments.

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Video: Personal Debt - The Borrower Becomes The Lender's Slave

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In the News

What Are The Problems With Illiquid Alternative Investments?



If you happen to hold alternative investments and can find a fair price for them, we recommend that you liquidate them.

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