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 Correct Excess Roth IRA Contributions



Regardless of the reason, if you have put too much money in your Roth IRA, the solution is the same.

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Relevant Article

David John Marotta: What Is A Contrarian?

Much of my financial instincts were developed watching my parents manage money on a daily basis. Even now, one of the highest compliments that I can be paid is for someone to say, "The apple didn't fall far from the tree." Last week my father authored specific examples of contrarian investing. This week I'd like to show how contrarian investing is at work when you regularly rebalance your portfolio.

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Featured Video


Video: Small Business Owners Benefit Most from Tax Planning

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Upcoming Events


5:30 pm

Seminar: Investing: What You Should and Should Not Be Afraid Of

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Art Showing at Marotta Wealth Management

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Do some year end tax planning

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In the News

Artist Interview with Malcolm Hughes


Winter Light New River Malcolm Hughest2

Marotta Wealth Management is showing original oil paintings by Malcolm Hughes at our office this fall!

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