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.

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Newest Article

Financial Christmas Gift Ideas



Financial Christmas gifts don't need to be a piggy bank. They can be more serious and more meaningful than that.

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Relevant Article

Keep Christmas Your Own Way

In Charles Dickens's "A Christmas Carol," Ebenezer Scrooge asks his nephew, "What's Christmas time to you but a time for paying bills without money?" Sadly, that sounds like Christmas for many American families binging on expensive gifts.

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Video: Retirement Wisdom - Plan Ahead

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Upcoming Events


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Free NCEF Seminar: The State of the Economy -- 10 ETFs for 2015

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Shop for economically wise gifts

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Be sure you have taken your Required Minimum Distributions from your IRA accounts

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In the News

Social Security Loopholes Scheduled to Sunset


The Bipartisan Budget Act of 2015 ends two very profitable Social Security optimization techniques that allowed some savvy beneficiaries to take up to $50,000.00 in additional lifetime income.

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