Martin A. Smith

Martin A. Smith

Wealthcare Financial Group, Inc.

Agent, musician and financier in Bowie, Maryland

About Martin

Martin earned his Bachelor Degree in Communications from Howard University in 1992. He began his career in the financial services industry in 1993, as a Registered Representative of PFS Investments, Inc. Martin joined A.G. Edwards & Sons as a Financial Advisor and was later promoted to the position of Assistant Branch Manager.

In 2003, fee-only Financial Advisor Martin A. Smith founded Wealthcare Financial Group, Inc. as a financial planning and investment advisory firm, to primarily serve the needs of business owners and families. However, today Wealthcare Financial Group, Inc. also serves non-profit and Faith-based organizations, including associations and foundations.

Martin is committed to providing each client with values-based advice and custom-tailored service. The need for clients to receive prudent advice and high quality service is also the basis for Martin 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), which is the inspiration for his Blog site where readers can receive trusted advice from professional advisors:

Martin is a graduate student at Georgetown University’s Graduate School of Professional Studies where he is currently working toward the completion of a Masters in Real Estate Finance & Development.

He has successfully completed 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, Colorado.

Martin resides in Bowie, Maryland with his wife, Walida. Together, they have seven children.

Name: Martin A. Smith

Lives in: Bowie, Maryland

Company: Wealthcare Financial Group, Inc.

Occupation: Agent, Musician and Financier

Unique traits: Financial Advisor, Investment Management, Wealth Management, Portfolio Manager, Estate Planning, Retirement Planning

Martin's Profile Statistics

  • Since: May 2013
  • Last online: > 2 weeks ago
  • Invites sent: 0

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