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

Cost-Benefit Analysis for Financial Planning

(04-19-2015)

guineapigst2

The cost of commission-based advisors are so hidden that you may be paying more than you realize.

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Relevant Article

Look Over Your Tax Return

Unless it was your birthday, most of us are glad we have almost a year before we have to get our tax information together again. Before you store this past year's return in the basement, take fifteen minutes, put your 1040 on the table beside this article, and gain some valuable wisdom on your finances.

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Featured Video

utility vehiclet

Video: Choose the Appropriate Investment Vehicle

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Upcoming Events

04/27

Teach Children To Save Day

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05/01

Look Over Your Tax Return

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05/01

Financial To Do List: Rebalance your retirement accounts this month

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In the News

First Quarter 2015 Returns: Our 6 Asset Classes

(04-13-2015)

Q1 2015 6 Asset Classes1t2

German stock good. German bonds not so good.

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