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: Incomplete Rebalancing Algorithm



We previously explained how SIPs builds a portfolio based on your risk tolerance, a useless measure. Now we review the two pros and nine cons of how Schwab monitors and rebalances portfolios.

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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



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

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Teach Children To Save Day

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In the News

Radio Interview: Twelve Tax Planning Agenda Items To Do Before April 15


David John Marotta was interviewed on radio 1070 WINA's Schilling Show discussing what should be on your agenda this tax season.

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