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

Schwab Intelligent Portfolios: Incomplete Rebalancing Algorithm

(03-29-2015)

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We previously explained how SIPs builds a portfolio based on your risk tolerance, a useless measure. Now we review the two pros and nine cons of how Schwab monitors and rebalances portfolios.

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Relevant Article

Financial Planning for the Second Half of Marriage

My wife and I are celebrating our twenty-fifth wedding anniversary this month. Our oldest child is now a freshman in college and our youngest is a sophomore in high school. The financial planning issues that were important during the first half of our marriage become critical as a couple enters the second half.

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Featured Video

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Video: Financial New Years Resolutions

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Upcoming Events

04/05

Easter

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04/15

Deadline for Funding Your IRA Accounts (and filing personal tax returns)

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04/27

Teach Children To Save Day

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In the News

Radio Interview: Twelve Tax Planning Agenda Items To Do Before April 15

(03-29-2015)

David John Marotta was interviewed on radio 1070 WINA's Schilling Show discussing what should be on your agenda this tax season.

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