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

How to Deduct U.S. Debt Obligations on State Tax Returns



Dividends and interest received from U.S debt obligations can be deducted on many state tax returns.

Read More

Relevant Article

r2000 value growtht2

Value: The Third Factor of Investing

A stock's valuation is measured on a continuum from "value" to "growth." In broad strokes, value stocks are cheap and growth stocks are expensive. But there are compelling reasons why an investor might be willing to pay more for a growth stock than a value stock.

Read More

Featured Video

utility vehiclet

Video: Choose the Appropriate Investment Vehicle

See the Video

Upcoming Events


Look Over Your Tax Return

Learn more


Financial To Do List: Rebalance your retirement accounts this month

Learn more


Mother's Day

Learn more

See All Events

In the News

Radio: Why Corporate Tax Rates Should Be Lowered



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

Read More