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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Contact Lens Regulations Cost Consumers Billions



It is illegal to sell contacts in the United States without requiring a prescription. A Federal Trade Commission regulation provides penalties of up to $11,000 per violation.

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The Two Portly Gentlemen Are Entrepreneurial Philanthropists

As I do every December, I have been enjoying rereading "A Christmas Carol" by Charles Dickens. This year I've been thinking about Scrooge's interaction with the two portly gentlemen who stop by to collect for the poor. These entrepreneurs represent one of my favorite financial personalities.

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Video: Roth IRAs Make Great Estate Planning Tools

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In the News

Christmas Reading: The Finance of Charles Dickens' "A Christmas Carol"


For some Christmas-themed financial reading, check out David John Marotta's "A Christmas Carol" series, which examines the financial habits of various characters from Charles Dickens' beloved classic.

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