We believe following our eight principles to safeguard your money provides a better safeguard than checking for past violations.
You deserve advice from a firm where you don’t have to second guess where their loyalties lie.
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.
At Marotta Wealth Management, we believe that a team collaborating on your behalf provides you with better service.
We believe that the basic principles of financial planning are the same no matter how many zeros you add.
If this is the approach you want for your financial planning, give us a call to get started today!
We offer comprehensive wealth management services.
We require each Investment Committee member to have, at a minimum, the CERTIFIED FINANCIAL PLANNER™ (CFP®) or Chartered Financial Analyst ® (CFA) designation.
Marotta Wealth Management (originally Marotta Asset Management) was founded in 2000 by David John Marotta.