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

Why Do Physicians Permit, If Not Encourage, Futile Medical Care?


mark marottat2

We can only afford to allow others the freedom to strive against death when we are not trying collectively to subsidize it.

Read More

Relevant Article

Raising Money Savvy Kids - Teen Budgeting

Many parents are concerned about raising their children to be financially savvy. If you want to raise kids who can create and manage wealth, there are a handful of key life skills every child should practice. Every kid should practice living within a budget before leaving home, not after. One way to provide opportunities for real world lessons at home is to give your children some oversight of the family budget.

Read More

Featured Video


Video: College Planning

See the Video

Upcoming Events


First Day of Autumn

Learn more


Founders Day

Learn more


5:30 pm

Free NCEF Seminar: Social Security

Learn more

See All Events

In the News

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


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

Read More