Areas of Focus
- Biblical Finance
- Choosing a Financial Advisor
- Direct/Personal Indexing
- Employee Benefits
- Estate Planning
- Financial Life Planning
- Insurance
- Investment Management
- Retirement Planning
- Taxes
About Martin A. Smith, CRPC®, AIFA®
Martin A. Smith, CRPC, AIFA, stands at the helm of two pioneering ventures, serving as the Founder and President of Wealthcare Financial Group, Inc. and HBCU Legacy, LLC. With a steadfast commitment to excellence, Martin has carved out a niche in retirement planning, investment management, and fiduciary consulting, spanning over two decades in the financial services industry.
Wealthcare Financial Group, Inc. was conceived to deliver holistic financial and retirement planning solutions, offering comprehensive investment management and consulting services.
Driven by the ethos that wisdom surpasses wealth, Martin's business philosophy is rooted in Proverbs 16:16, guiding his dedication to prudent guidance and superior service. A seasoned personal finance blogger and media personality, Martin has graced the airwaves of esteemed platforms such as News Channel 8, NBC Universal Channel 4, WTOP Radio News & Business, and CBS Radio. He also served as the Host and Co-Producer of "Wealth and Wisdom," a distinguished financial talk show on Montgomery County TV.
Martin's relentless pursuit of knowledge is evident in his array of certifications and qualifications. Armed with a Master's degree in Commercial Real Estate Finance from Georgetown University, he holds designations including Accredited Investment Fiduciary (AIF), Accredited Investment Fiduciary Analyst (AIFA), Retirement Planning Specialist (RPS), and Chartered Retirement Planning Counselor (CRPC).
His commitment to education extends beyond traditional avenues, as evidenced by his role as a financial educator for the NBA Development League and the California National Guard. A graduate of Howard University with a Bachelor of Arts Degree in Legal Communications, Martin's career trajectory began at A.G. Edwards & Sons, Inc., where he swiftly rose to prominence as a Financial Consultant and Assistant Branch Manager. Today, Martin divides his time between the dynamic landscapes of Washington, DC, and the Atlanta Metro areas, where he actively cultivates talent and fosters the next generation of financial advisors.
Beyond his professional endeavors, Martin finds fulfillment in his nearly 26-year marriage to his beloved wife, Walida T. Smith, and the joy of raising seven children. Through his unwavering dedication to his craft and community, Martin A. Smith continues to leave an indelible mark on the financial landscape, embodying a legacy of wisdom, integrity, and prosperity. Professional Designations
- Accredited Investment Fiduciary Analyst (AIFA)
- Chartered Retirement Planning Counselor (CRPC)
Affiliations
- Association of African American Financial Advisors (AAAA)
Primary Location
21 Eastbrook Bend, Suite 118, Peachtree City, GA 30269
Additional Locations
📍 12345 Parklawn Drive, Suite 200 Rockville, Maryland 20852
📍 1050 Crown Pointe Parkway, Suite 500 Atlanta, Georgia 30338
📍 4800 Hampden Lane, Suite 200 Bethesda, Maryland 20850
Video
Meeting Options
- Video Conference
- In-Person
- Phone
- Group Classes
- Online Courses
- Webinars
Compensation Methods
- Fee Based
- Flat Fee
- Hourly Rate
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you. Offers Investment Management
Yes
About Wealthcare Financial Group, Inc.
At Wealthcare Financial Group, Inc., we offer tailored strategies for managing concentrated stock wealth for growth and risk control. Our financial, retirement & estate planning, and insurance services secure an enduring legacy. Institutions gain from employee retirement plans, investment management, fiduciary consulting, and investment policy statement formulation to ensure compliance and accountability.
We offer comprehensive financial and retirement planning tailored to each client's specific goals and needs. By assessing your current financial position and objectives, we create a plan that shapes our recommendations. This plan is regularly reviewed and updated to stay aligned with your evolving financial needs.
Who We Serve
✔️ Medical Doctors, Healthcare Professionals
Comprehensive financial and retirement planning. Employee retirement plans, portfolio management solutions, insurance & risk management services.
✔️ High Net Worth Individuals
Tailored model portfolios, stewarding concentrated stock positions for growth and risk control. Advanced retirement and estate planning for enduring security.
✔️ Non-Profits, Businesses, Associations
Investment management and fiduciary consulting. Investment Policy Statement (IPS) development for compliance, transparency and accountability. Education
Howard University, Bachelor’s Degree, Legal Communications, Philosophy | Georgetown University, Masters of Professional Studies - Commercial Real Estate Finance | Regent University, Candidate: M.DIV, Practical Theology and Biblical Languages
Hobbies and Interests
- Family
- Fishing
- Motorcycling
Who We Serve
- Airline Pilots
- Americans Living Abroad
- Artists
- Attorneys
- Baby Boomers
- Business Owners
- Christians
- Content Creators
- Contractors
- Corporate Executives
- Creative Professionals
- Data Scientists
- Dentists
- Dual Income Family
- Engineers
- Entrepreneurs
- Families
- Financial Independence Retire Early (FIRE)
- Gen X
- Gen Y / Millennials
- Healthcare Professionals
- Individuals
- Intergenerational Families
- Living in Retirement
- Military
- Nonprofit Employees
- Parents
- Physicians
- Private Foundations & Organizations
- Professional Athletes
- Remote Workers
- Scientists
- Single Women
- Specialty Sub-Contractors
- Technology Professionals
- Therapists
- Women Professionals
- Women’s Finance