fbpx

Martin Smith, CRPC®, RPS®, AIFA®

Together for Your Retirement

Connect Cancel

Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.

Click Here to Learn More
Contact Me
Wealthcare Financial Group Martin Smith, CRPC®, RPS®, AIFA®
Peachtree City, Georgia

Serving Clients Nationwide

Together for Your Retirement

Areas of Focus

  • Estate Planning
  • Financial Life Planning
  • Insurance
  • Investment Management
  • Setting Up Retirement Accounts

About Me

Martin A. Smith founded Wealthcare Financial Group, Inc.™ as a retirement planning and investment management firm. He is committed to providing each client with values-based advice and custom-tailored service. Thus, the need for prudent advice and high quality service is also the basis for his business philosophy; “How much better it is to get wisdom than gold! And to get understanding is to be chosen rather than silver!” Proverbs 16:16

As a MD Fee-Only Financial Advisor, Martin is able to serve the unique needs of high net worth individuals and family offices with more breadth and depth than what is traditionally offered by wealth managers through his firms proprietary Wealthcare Financial Plan™. Martin has completed a M.A. in Commercial Real Estate Finance at Georgetown University. In addition, he has completed several financial planning designations: the Accredited Investment Fiduciary (AIF®) and Accredited Fiduciary Analyst (AIFA®) designations, as administered by Fiduciary360 and awarded by the Centre for Fiduciary Studies (CEFEX).

In addition, Martin has earned the Retirement Planning Specialist (RPS®) certification, upon completion of the “AT RETIREMENT®” coursework; an educational program that was jointly sponsored by The Executive Education Department of The Wharton School of the University of Pennsylvania, and AXA Equitable, Inc. He has also earned the Chartered Retirement Planning Counselor (CRPC®) designation from the College for Financial Planning in Denver, CO.

Martin makes regular media appearances, having been a guest on News Channel 8, NBC Universal Channel 4, WTOP Radio News & Business and CBS Radio. In addition, he has been invited to teach a series of financial management educational seminars for the NBA Development League. In an effort to bridge the financial literacy gap, as well as provide ongoing personal finance education, Martin writes for Answers About Wealth™, which serves as the blog for Wealthcare Financial Group, Inc.™

Martin earned his Bachelor of Arts Degree in Legal Communications, from Howard University in 1992. He later joined A.G. Edwards & Sons as a Financial Advisor and was later promoted to the position of Assistant Branch Manager. Martin resides in Bowie, Maryland with his wife, Walida. Together, they have seven children.

Professional Designations

  • Accredited Investment Fiduciary (AIF)
  • Accredited Investment Fiduciary Analyst (AIFA)
  • Chartered Retirement Planning Counselor (CRPC)

Location

21, Eastbrook Bend, Peachtree City, Georgia, 30269

Meeting Options

  • Video Conference
  • In-Person
  • Phone
  • Webinars

Compensation Methods

  • Fee Only
  • Flat Fee
  • Hourly Rate
  • Percentage of Assets Managed

What to expect in the first meeting

To ask a question or request a meeting, click the 'Book Intro Call' button above and complete the brief form.

Offers Investment Management

Yes

About our Firm

Wealthcare Financial Group, Inc.™ is a Registered Investment Advisory firm that provides retirement planning and investment management services.

Since the founding of Wealthcare Financial Group, Inc.™, we have also been featured in local and national media outlets: Washington Business Journal, the Bowie Star News, Investor’s Business Daily, Investment Advisor Magazine, the NorthStar News & Analysis, DC50 Television, CBS Radio, XM Satellite Radio, Montgomery Community Television, WJLA News Channel 8 and NBC Universal News Channel 4.

"Likes"​, endorsements, and other recommendations should not be considered a positive reflection of the services or advice offered by Martin Smith and/or Wealthcare Financial Group, Inc.; positive reviews of experiences with Martin A. Smith and/or Wealthcare Financial Group may not reflect the experience of all, or even most, clients.

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

Badges

Hobbies and Interests

  • Fishing
  • Motorcycling