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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Newest Article

Utilizing Uncommon Beneficiary Designations



Will substitutes sacrifice some of the customization of trusts but avoid the accounting complexities.

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Best Christmas Presents

Understanding the economics of gift giving may help you decide when and what to buy for Christmas.

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Video: Retirement Wisdom - Plan Ahead

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Free NCEF Seminar: The State of the Economy -- 10 ETFs for 2015

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Shop for economically wise gifts

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Be sure you have taken your Required Minimum Distributions from your IRA accounts

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In the News

Radio: The Broken Promises of the Government


David Marotta was interviewed recently on radio 1070 WINA's Schilling Show discussing some of the government's broken promises and failures.

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