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

Why Can't Many Working Americans Afford Medical Insurance?

(09-21-2014)

doctors at workt2

We must return, as much as possible, to a fee-for-service approach to health care and restore the traditional doctor-patient relationship.

Read More

Relevant Article

You Deserve a Fiduciary Standard of Care

Most investors are not aware of a critical division of professionals in the world of financial services. This distinction lies between fee-only fiduciaries who are free to act in your best interests and commission-based agents and brokers who are required to act in the best interest of the companies that employ them.

Read More

Featured Video

Video: Year-End Tax Planning Could Significantly Save You Money

See the Video

Upcoming Events

09/23

First Day of Autumn

Learn more

10/06

Founders Day

Learn more

10/08

5:30 pm

Free NCEF Seminar: Social Security

Learn more

See All Events

In the News

Free NCEF Seminar: NAPs: Tax Credits for Giving to Local Charities

(06-10-2014)

Missed the talk? Go to SlideShare and download the slides and narration!

Read More