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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The Complete Guide to Automating Your Savings



After automating your entire investment plan, you can save and invest without even having to watch.

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Learning to Live on Your Own, Part 2

Here we offer some sound advice on how to put the money you've saved to work for you.

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In the News

Introducing Our Newest Staff Member: David Loughin


We are excited to introduce David Loughin (pronounced "Logan") as the newest member of our team at Marotta Wealth Management!

David officially joined us as a Wealth Manager in March 2015 with a background in economics and a passion for personal finance.

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