Marotta Asset Management, Inc.

Marotta Asset Management, Inc. provides comprehensive wealth management services for high net worth individuals.

If you match our Client Profile and would appreciate a confidential introductory meeting, we would be glad to discuss your needs and provide a detailed analysis of your investment portfolio. The first meeting is complimentary and requires no obligation on your part.

As strictly fee-only advisors and fiduciaries, we have no products to sell, brokerage sales quotas to fulfill, or commissions to generate from our recommendations. We represent our clients' best interests by sitting on their side of the table.

David John Marotta Featured on 1070 WINA Radio's The Shilling Show

Retirement, Are You Ready

David John Marotta was the featured guest on The Rob Schilling Show (1070 WINA) on Tuesday, June 10th from 1-2pm for an hour long phone-in discussion show. The topic was "Retirement, Are You Ready". You can listen to the MP3 of the show here (30 min, 33MB).

Secrets of Financial Harmony in Marriage

David John Marotta was the featured guest on The Rob Schilling Show (1070 WINA) on Tuesday, May 6th from 1-2pm for an hour long phone-in discussion show. The topic was "Financial Harmony in Marriage". This is such an important issue, yet virtually no one is talking about it. You can listen to the MP3 of the show here (30 min, 33MB).

David John Marotta interviewed on Marketplace

Nancy Marshall Genzer of American Public Media's Marketplace interviewed David John Marotta on the safety of Money Market Investments in light of subprime lending.

You can listen to the 5 minutes on Marketplace's site at http://marketplace.publicradio.org/display/web/2007/11/30/in_search_of_a_security_blanket/
or on our site at http://www.emarotta.com/mp3/Marketplace20071130.

David John Marotta interviewed on WCCO

Elenor Mondale of Minneapolis WCCO News and Talk Radio interviewed David John Marotta on how couples can stop fighting over money.

You can listen to the 15 minutes on WCCO's site at http://www.wccoradio.com/topic/play_window.php?audioType=Episode&audioId=910509
or on our site at http://www.emarotta.com/mp3/WCCO20070806.mp3.

Featured column

Behavioral Finance: Anchoring (2008-07-21)

Our first reaction to a complicated situation, usually instinctive, often does not serve our best interests. One heuristic that the brain uses to solve complex evaluations is to make an initial guess and then adjust from that point. This mental process is called "anchoring."

Our goal is to
help our clients
meet theirs.