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

Can I Contribute to a Roth IRA?

(04-26-2015)

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How do you know if you can contribute to a Roth IRA? See this flowchart for answers.

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Relevant Article

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Value: The Third Factor of Investing

A stock's valuation is measured on a continuum from "value" to "growth." In broad strokes, value stocks are cheap and growth stocks are expensive. But there are compelling reasons why an investor might be willing to pay more for a growth stock than a value stock.

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Featured Video

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Video: Choose the Appropriate Investment Vehicle

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Upcoming Events

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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05/10

Mother's Day

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In the News

Radio Interview: Ideas for Success

(04-27-2015)

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David John Marotta was recently interviewed on radio 1070 WINA's Schilling Show discussing success, and how to structure your life for greater chances of success.

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