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.

Marotta periodic table of elements - What can we help you with?

Newest Article

Cryptic Medical Bills and Health Insurance

(08-31-2014)

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Next time you receive an unintelligible medical bill, remember how hard it is for your doctor to get paid.

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Relevant Article

Avoid Budget Busters Part 4: Budgeting Pitfalls

Sometimes we make the mistake of deliberately budgeting the impossible. If you purposefully set the required spending in one category too high, you won't be able to trim other categories to bring your overall spending into harmony.

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Featured Video

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Video: Timing the Market Isn't All Fun and Games

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Upcoming Events

09/07

Grandparents Day

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09/08

Consider a college savings plan

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09/23

First Day of Autumn

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In the News

Free NCEF Seminar: NAPs: Tax Credits for Giving to Local Charities

(06-10-2014)

Missed the talk? Go to SlideShare and download the slides and narration!

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