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?

Most Recent Articles

How to Select Securities

(06/21/2015)

Should I Fund a Roth or a Traditional Account?

(06/14/2015)

Defining Your Sectors

(06/13/2015)

Newest Article

The Complete Guide to Automating Your Savings

(06-29-2015)

notlookingt2

After automating your entire investment plan, you can save and invest without even having to watch.

Read More

Relevant Article

Raising Money Savvy Kids - Postpone Spending

One of the critical concerns of generational wealth management is raising young people to be financially savvy. Many have written to say that they read and discuss this column at the dinner table with their children. If you want to raise kids who can create and manage wealth, there are a handful of critical rules that are foundational. Here's the main one: Postpone spending.

Read More

Featured Video

wad of casht

Video: Managing cash is key to meeting goals

See the Video

Upcoming Events

07/04

Independence Day

Learn more

07/15

Check up on your insurance coverage

Learn more

07/23

Save and Invest 50% of your new raise

Learn more

See All Events

In the News

Introducing Our Newest Staff Member: David Loughin

(06-21-2015)

We are excited to introduce David Loughin (pronounced "Logan") as the newest member of our team at Marotta Wealth Management!

Read More