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

An Asset Allocation For Your Health Savings Account

(06-07-2017)

mountainviewt2

You are unlikely to need funds for any long-term care episode until about age 85. Given the long time horizon, we suggest investing your HSA for appreciation.

Read More

Relevant Article

University Students: Getting Suckered in with Credit Cards

Every University student knows they should have a credit card. You have to have a second form of ID on many financial transactions. You have to have one to establish good credit. And, the more you use them, the more you will accrue bonus points toward cash, mileage credits and various "free gifts".  P.T. Barnum said, "There's a sucker born every minute." But it doesn't have to be you.

Read More

Featured Video

utility vehiclet

Video: How to Avoid Higher Cost Mutual Funds

See the Video

Upcoming Events

07/23

Save and Invest 50% of your new raise

Learn more

08/01

Virginia's Sales Tax Holiday: School Supplies and Clothing.

Learn more

08/15

Avoid College Credit Card Offers

Learn more

See All Events

In the News

Radio: Why Corporate Tax Rates Should Be Lowered

(12-21-2016)

diggert2

David John Marotta was interviewed on radio 1070 WINA's Schilling Show discussing corporate tax rates, and why they should be lowered.

Read More