Q&A: Have you ever been publicly disciplined for any unlawful or unethical actions in your career?
with No Comments

We believe following our eight principles to safeguard your money provides a better safeguard than checking for past violations.

Q&A: Do others stand to gain from the financial advice you give me?
with No Comments

You deserve advice from a firm where you don’t have to second guess where their loyalties lie.

Q&A: How will I pay for your financial planning services? How much do you typically charge?
with No Comments

It is relatively easy for fee-only fiduciaries to answer the question “How much do you charge?” The only fee they collect is the fee that the client directly pays them.

Q&A: Will you be the only financial planner working with me?
with No Comments

At Marotta Wealth Management, we believe that a team collaborating on your behalf provides you with better service.

Q&A: What types of clients do you typically work with?
with No Comments

We believe that the basic principles of financial planning are the same no matter how many zeros you add.

Q&A: What is your approach to financial planning?
with No Comments

If this is the approach you want for your financial planning, give us a call to get started today!

Q&A: What financial planning services do you offer?
with No Comments

We offer comprehensive wealth management services.

Q&A: What are your qualifications?
with No Comments

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?
with No Comments

Marotta Wealth Management (originally Marotta Asset Management) was founded in 2000 by David John Marotta.

Subscribe to our newsletter!