Marotta Wealth Management, Inc.

Marotta Wealth Management, established in 2000, is an independent comprehensive wealth management firm offering investment management and financial planning services. Led by David John Marotta, the firm's President and Chief Compliance Officer, all financial advisors are fee-only fiduciaries committed to acting in clients' best interests. Services include investment management, retirement, tax planning, education planning, and estate management, tailored to individual needs. The firm offers three service levels: Comprehensive, Collaborative, and Do-It-Yourself, with fees starting at 0.25% of assets managed quarterly. Minimum fees range from $1,000 to $2,500 per quarter based on service level and account size. The firm manages assets on a discretionary and nondiscretionary basis, with a focus on modern portfolio theory and diversified portfolios. Marotta Wealth Management does not use performance-based fees or engage in side-by-side management. Clients include individuals, pension plans, trusts, and charitable organizations, with account minimums or fees varying by service level. The firm emphasizes transparency, ethical conduct, and client education, providing regular account reviews and detailed performance reports. The team includes experienced professionals with various certifications, such as CFP®, AIF®, AAMS®, and CFA®. Marotta Wealth Management prioritizes client interests, avoids conflicts of interest, and upholds high ethical standards in its financial advisory services.