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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.
Read our 2016 ADV part 2 descriptive brochure for more information about how Marotta Wealth Management works.