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.

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Newest Article

Schwab Intelligent Portfolios: Built on a Faulty Premise

(03-22-2015)

schwab ipt2

It is a great marketing campaign, and the service is a wonderful idea, but the asset allocations of SIPs aren't actually that intelligent.

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Relevant Article

Financial Planning for the Second Half of Marriage

My wife and I are celebrating our twenty-fifth wedding anniversary this month. Our oldest child is now a freshman in college and our youngest is a sophomore in high school. The financial planning issues that were important during the first half of our marriage become critical as a couple enters the second half.

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Featured Video

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Video: Financial New Years Resolutions

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Upcoming Events

04/05

Easter

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04/15

Deadline for Funding Your IRA Accounts (and filing personal tax returns)

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04/27

Teach Children To Save Day

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In the News

Tax Tables

(02-13-2015)

Tax Season is upon us, and we've created a handy reference with tax information for 2014 (the taxes you're preparing now) and 2015 (to help you plan for this year). See the tax tables here.

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