New Clients

We understand that the selection of a financial advisor is an important decision for you and your family.

We can best serve clients who answer “yes” to these questions:

  • Are you interested in a long-term relationship with a financial advisor?
  • Do you want a financial advisor who watches out for your best interests and acts accordingly?
  • Are you seeking ongoing investment management services?
  • Do you have a wide range of financial concerns for yourself and your family?
  • Are you seeking financial security and peace of mind?
  • Are you willing to work with us to create and adhere to a financial plan for yourself and your family?
  • Do you want to revisit (and possibly revise) that financial plan every year?
  • Do you have $1.5M or more of investable assets or are you willing to pay our $3,500 per quarter minimum fee?

If you answered “yes” to all of these questions, Marotta Wealth Management may be right for you. Please feel free to contact us with any additional questions.