Q&A: What financial planning services do you offer?
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We offer comprehensive wealth management services.

Q&A: What are your qualifications?
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We require each Investment Committee member to have, at a minimum, the Certified Financial Planner™ (CFP®) or Chartered Financial Analyst ® (CFA) designation.

Q&A: What experience do you have?
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Marotta Wealth Management (originally Marotta Asset Management) was founded in 2000 by David John Marotta.

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