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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Most Recent Articles

What is Margin?


A Year of Financially Healthy Habits


Tax Loss Harvesting and Wash Sales


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Guidelines for Using Margin



Too much leverage is risky because it endangers meeting your goals.

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Relevant Article

Investment Strategies Part 1: Rebalance into Stable Investments in an Appreciating Market

Diversifying your portfolio means finding assets that have value on their own merits but do not move exactly alike. A critical investment metric called "correlation" is used to construct a portfolio most likely to meet your personal financial goals.

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Video: What's more important: Saving for College or Retirement?

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Virginia's Sales Tax Holiday: Hurricane and Emergency Preparedness Equipment.

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In the News

Inflation Illustrated



We tracked the price of a first class stamp over the last 130 years, noting the changes, to show the steady erosion in buying power during that time.

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