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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Most Recent Articles

Marketplace Fairness Act Adds Automation to Tax Confusion

(05/12/2013)

Do Tariffs Protect an Infant Industry?

(05/05/2013)

Is There A Moral Case for "Buy American"?

(04/28/2013)

Newest Article

Marketplace Fairness Act Burdens Businesses With State Compliance Audits

(05-19-2013)

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Compliance isn't just a technical burden. It is a threat of legal liability. The bill allows state tax audits by any state against any online vendor.

Investment Strategies Part 5: In Defense of Diversification

Diversifying your asset allocation among investments with a low correlation can and should reduce your portfolio's volatility and boost your returns. But critics are claiming this strategy is no longer valid. That's because they don't understand the nature of what happened in 2008.