Our goal is to help our clients meet theirs.
Marotta Wealth Management is an independent, fee-only, comprehensive wealth management firm offering a complete range of investment management and financial planning services. With a reputation for being analytical, we serve clients both locally in the Virginia area as well as across the country. Customer service is a core tenet of our work and our primary goal is to help our clients meet theirs.
As our client, you can expect to be presented with comprehensive financial plans custom-made for your specific situation and goals. We aim to have transparent conversations about possible investment plan designs and implementations, seeking approval before we act. At each step of the way, we ensure proper collaboration.
When we accept a client, we see the relationship as a lifetime partnership and will continue to serve you for as long as we have together.
To read more about our process, see our Getting Started page or our Service Levels page.
Our Team
Marotta Wealth Management is a member of the National Association of Personal Financial Advisors (NAPFA), which means that we are held to the highest standard of fiduciary duty in the financial services industry.
NAPFA advisors sign an oath promising to put their clients’ best interests first, provide full disclosure to clients of any conflicts of interest, and never receive commissions. In addition to our listed NAPFA-registered advisors, we require each of the Advisory Representatives of our firm to subscribe to NAPFA’s Code of Ethics, among the highest standards in the financial services industry.
As NAPFA members, we:
- Always act in a fiduciary role–committing to client-centered relationships.
- Are compensated directly by our clients, which eliminates many conflicts of interest.
- Never receive compensation for recommending specific products or services.
- Strive to comply with federal and state investment advisor regulations.
- Have advanced education in the field.
- Complete 60 hours of continuing education every two years.
To see our whole team,
go to Our Team.
NAPFA-Registered Advisors
Our Website
We have no secret ingredient at Marotta Wealth Management. Instead, we openly and publicly publish our strategies as articles on our website. We strive to provide the necessary resources for anyone to prepare their own investment plan and meet their financial objectives.
We actively encourage the do-it-yourself people of financial planning to subscribe to our newsletter and provide themselves with comprehensive wealth management.
For people who don’t want to do it alone, we encourage you to read our articles to get a fuller understanding of how our services work to see if we are a good fit for you. If you are interested, we would be happy to help you get started as a client!
Latest Articles
#TBT Both Spouses Can Make The HSA Catch-Up Contribution
The IRS is clear, “If both spouses are 55 or older and not enrolled in Medicare, each spouse’s contribution limit is increased by the additional contribution. Each spouse must make the additional contribution to his or her own HSA.”
How to Obtain Your Social Security Statement and Full Earnings Record
Step one to the Social Security Analysis is obtaining the necessary information.
Articles About Marotta
Q&A: How Does Your Investment Strategy Work?
I recently received the following paraphrased questions from a prospective client and here were my replies.
Q&A: Which Products Do You Buy and Which Do You Avoid?
The selection of what products we purchase or avoid for clients is based solely on what we believe gives our clients the best chance to meet their goals.