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

How to Select Securities

(06/21/2015)

Should I Fund a Roth or a Traditional Account?

(06/14/2015)

Defining Your Sectors

(06/13/2015)

Newest Article

The Complete Guide to Automating Your Savings

(06-29-2015)

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After automating your entire investment plan, you can save and invest without even having to watch.

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Relevant Article

Learning to Live on Your Own, Part 2

Here we offer some sound advice on how to put the money you've saved to work for you.

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Featured Video

wad of casht

Video: Managing cash is key to meeting goals

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Upcoming Events

07/04

Independence Day

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07/15

Check up on your insurance coverage

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07/23

Save and Invest 50% of your new raise

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In the News

Introducing Our Newest Staff Member: David Loughin

(06-21-2015)

We are excited to introduce David Loughin (pronounced "Logan") as the newest member of our team at Marotta Wealth Management!

David officially joined us as a Wealth Manager in March 2015 with a background in economics and a passion for personal finance.

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