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

The Asset Allocation Within Your Asset Allocation

(05-24-2015)

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Although asset classes can tell you the general direction to move when your portfolio is out of balance, sector allocations help determine which type of security is the best to purchase.

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Relevant Article

Safeguard #1: Do Not Allow Your Advisor to Have Custody of Your Investments

I was recently asked if investors should trust their financial advisors. And my short answer, you may be surprised to hear, was no. Your financial advisor should not also have custody of your investments.

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Featured Video

money in moutht

Video: Personal Debt - The Borrower Becomes The Lender's Slave

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Upcoming Events

06/01

June is The Month of Wedding Financial Planning

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06/01

Consider ordering a free copy of your credit report.

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06/21

Father's Day: Review your estate plan with your children

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In the News

Radio Interview: Employment Tips for Recent Grads

(05-15-2015)

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David John Marotta and Megan Russell were interviewed on the radio discussing ways recent graduates can make themselves more attractive to employers in today's tough job market.

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