Our goal is to help our clients meet theirs.
Marotta Wealth Management is an independent, 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 tenant 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.
Marotta Wealth Management is a member of the National Association of Personal Financial Advisors (NAPFA), which means that we are held 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 registered NAPFA 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.
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!
We’ve been waiting to see what our congressmen and women are going to decide for our 2018 tax law. As we’ve already entered the holiday season and can see the new year in sight, they are certainly cutting it close. … Read More