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

Which Retirement Account Should I Fund?

(08-30-2015)

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Which account you should fund depends on your circumstances, but here are some general guidelines you can follow to make your decision.

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Relevant Article

What Your Advisor Doesn't Want You To Ask

Simply put, the term "fiduciary" applies to the more than five million individuals who have the legal responsibility for managing someone else's money. A fiduciary is required by law to always act in the best interests of their client, beneficiary, or retirement plan participant. Yet, many fiduciaries are not even aware of their legal responsibilities.

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Featured Video

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Video: College Planning

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Upcoming Events

09/07

Labor Day

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09/07

Consider a college savings plan

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09/13

Grandparents Day

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In the News

Marco Rubio and Mike Lee's Tax Plan

(08-31-2015)

Prior to Rand Paul's proposed tax plan, 2016 Presidential hopeful Marco Rubio released a plan of his own that he co-authored with US Senator Mike Lee.

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