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Marotta Wealth Management provides a team of fiduciary fee-only advisors who sit on your side of the table and help you meet your financial goals. You receive a high touch service offering comprehensive financial advice.
Clients who benefit the most from our wealth management services are small business owners, university professors, or other super-savers who are busy productively earning and saving and want to delegate oversight to a team of professionals.
If you have at least $1.5 million in investable assets, fit our client profile and want to get started quickly, simply call the firm to start the process of becoming one of our valued clients.