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?

Most Recent Articles

Why Invest In Chile?


Six Creative Beneficiary Designation Ideas


A Fund Selection Case Study


Newest Article

Marotta's 2016 Gone-Fishing Portfolio


fog fishingt2

The gone-fishing portfolio provides suggested asset allocations for investors up to age 70 and up to $1 million.

Read More

Relevant Article

Financial Harmony in Marriage

Money problems can ruin the love affair with your spouse. The work of blending two lives in harmony requires certain basic commitments. Even a financial planner can't help unless the couple is willing to make five simple commitments.

Read More

Featured Video

retirement money jart

Video: The Dangers of Immediate Fixed Annuities

See the Video

Upcoming Events


Valentine's Day

Learn more


President's Day

Learn more


America Saves Week

Learn more

See All Events

In the News

Radio Interview: Wills, Estates, and Beneficiaries


David John Marotta was interviewed on radio WINA's Schilling Show discussing estate planning. David and host Rob Schilling discuss what estate planning is, why you want to do it, and explain some of the jargon. They also talk about whom to appoint to look after your affairs and settle your estate.

Read More