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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Newest Article

Contact Lens Regulations Cost Consumers Billions

(12-14-2014)

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It is illegal to sell contacts in the United States without requiring a prescription. A Federal Trade Commission regulation provides penalties of up to $11,000 per violation.

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Relevant Article

A Christmas Sermon

Christians celebrate the birth of Jesus on Christmas Day. But for too many of us, it's the season that unravels the careful financial planning of the previous 11 months. So this year, instead of trading your financial goals for a mountain of gifts and debt, take a moment to contemplate how a spiritual perspective can help you put your wealth in perspective.

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Featured Video

Video: Roth IRAs Make Great Estate Planning Tools

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Upcoming Events

12/19

Know the reason for the season

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12/21

First day of Winter

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12/25

Christmas Day

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In the News

Christmas Reading: The Finance of Charles Dickens' "A Christmas Carol"

(12-05-2014)

For some Christmas-themed financial reading, check out David John Marotta's "A Christmas Carol" series, which examines the financial habits of various characters from Charles Dickens' beloved classic.

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