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

How to Save for Large Fast-Approaching Expenses

(07-26-2015)

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The average married couple has dreams of multiple children, annual vacations, and homeownership, but planning for these expenses can be challenging.

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Relevant Article

Relax with a "Gone-Fishing" Portfolio

Summer is almost here. It's time to go fishing or take a trip or do wherever else you enjoy while on vacation. Unless your interests lie in investment management or you have a trusted fiduciary watching over your investments, consider having a portfolio designed to allow you more time to relax.

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Featured Video

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Video: The Seven Steps of Financial Preparedness

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Upcoming Events

08/01

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

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08/15

Avoid College Credit Card Offers

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09/01

Make sure your family has a budget

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In the News

Second Quarter and Year-to-Date Returns for Our 6 Asset Classes

(07-26-2015)

Volatility and asset classes that move in different directions is what boosts the rebalancing bonus.

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