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?

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Cost-Benefit Analysis for Financial Planning



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

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Dorothy in Taxland: Overview

A professional tax expert can help you get the correct deductions. But he or she likely won't motivate you to keep the right records unless you understand the benefits for yourself.

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Video: Choose the Appropriate Investment Vehicle

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Teach Children To Save Day

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Look Over Your Tax Return

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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


Q1 2015 6 Asset Classes1t2

German stock good. German bonds not so good.

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