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 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.

NAPFA Advisors

David John Marotta

President, CFP®, AIF®, AAMS®

Beth Nedelisky

Wealth Manager, CFA, CFP®

Courtney Fraser

Wealth Manager, CFP®

To see our whole team,
go to Our Team.


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

Beware Sloppy Retirement Advice
with No Comments

There are at least seven major mistakes in this advice by Wells Fargo Asset Management.

Children Will Listen (Financial Lessons from Into the Woods)
with No Comments

Your child may be in the thick of feeling out a boundary line by testing all your limits, but it pays off to be patient and trust that they will learn and they will listen.

Looking Backward on Socialism: Fulfilled By Different Countries
with No Comments

Edward Bellamy’s novel “Looking Backward” moved hearts and minds, ultimately moving nations and history.

See More Articles

Subscribe to our newsletter!