A complete list of active advisors currently associated with Marotta Wealth Management, Inc.

Warmer can help you find a great advisor at Marotta Wealth Management, Inc. or one who fits your needs even better.

Marotta Wealth Management provides investment management and comprehensive financial planning to individuals, families, trusts, estates, charitable organizations, and retirement plans. The firm cites specialization in clients approaching retirement, university professors, small business owners, generational trusts, and “supersavers.” The firm’s investment approach is grounded in modern portfolio theory, using six asset classes (short money, U.S. and foreign bonds, U.S. and foreign stocks, and resource stocks), diversified low‑cost vehicles, and periodic rebalancing; advisors work with clients to co‑author an Investment Policy Statement and implement either discretionary or nondiscretionary management. Marotta is a fee‑only fiduciary that offers three service levels (Comprehensive, Collaborative, and a Do‑It‑Yourself option) and provides quarterly reports showing asset allocation, time‑weighted returns, and portfolio activity. What distinguishes the firm among similarly sized teams is its institutional and plan capabilities alongside individual wealth management: it manages pension and profit‑sharing plans, provides self‑directed employee benefit plan services (reported as nondiscretionary assets), and maintains a separate fee schedule for corporate retirement plans while also offering limited consulting on fixed or hourly terms. The firm manages roughly $686 million with a nine‑advisor team composed largely of CFP® professionals and NAPFA‑registered advisors, and it explicitly avoids commission, wrap, and performance‑based fee arrangements.

To learn more about the advisors currently working at Marotta Wealth Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.