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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How to Select Securities


Should I Fund a Roth or a Traditional Account?


Defining Your Sectors


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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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Relevant Article

Raising Money Savvy Kids - Postpone Spending

One of the critical concerns of generational wealth management is raising young people to be financially savvy. Many have written to say that they read and discuss this column at the dinner table with their children. If you want to raise kids who can create and manage wealth, there are a handful of critical rules that are foundational. Here's the main one: Postpone spending.

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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!

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