Martin A. Smith, President, CRPC®, AIFA®

Founder and President @ HBCU Legacy, LLC

About

Welcome to my LinkedIn page! I'm Martin A. Smith, the founder and President of Wealthcare Financial Group, Inc., a Registered Investment Advisory firm, committed to serving an exclusive clientele. Our practice provides personalized financial solutions to medical doctors, healthcare professionals, high-net-worth individuals, businesses, nonprofits, and associations. With an established track record of serving respected organizations such as the California National Guard, the Maryland Department of Agriculture and Department of Natural Resources, the National Basketball Association (Development League), Maryland State Office Building Employees, the Department of Transportation (with 700 employees in attendance), Bechtel Corporation, Fannie Mae, and Booz Allen Hamilton, my expertise extends across diverse industries. Additionally, I have contributed to higher education as a former adjunct professor at Prince George’s and Laurel Community Colleges. At Wealthcare Financial Group, Inc., our suite of specialized services includes: -Financial and Retirement Planning: Crafting customized strategies to secure your financial future and retirement goals. -Portfolio and Investment Management: Optimizing your investments to achieve superior growth and preservation. -Fiduciary Consulting: Offering objective and trusted advice to navigate complex financial decisions. -Retirement Plan Services: Designing and managing retirement plans tailored to meet your unique needs. -Estate Planning: Develop sophisticated strategies to efficiently preserve and transfer your legacy. -Insurance & Risk Management: Providing comprehensive risk assessments to protect your assets. My team and I pride ourselves on delivering unmatched expertise and a client-centric approach. Let's discuss how we can help you achieve your financial goals and secure a prosperous future. Please let me know how I can be of assistance to you: Email: msmith@wcfingroup.com Greater Atlanta Region: (770) 683-3608 Washington, DC Metro: (240) 482-3752 www.wcfingroup.com

Country

United States

City

Atlanta Metropolitan Area

Industry

Investment Management

Skill

Wealth Management, Investments, Portfolio Management, Investment Management

Experience

answers about wealth

president

wealthcare financial group inc.™

2003-7 - Present · 23 yrs 3 mos

assistant branch manager, financial consultant

a.g. edwards & sons, inc.

1999-6 - 2003-3 · 3 yrs 10 mos

A.G. Edwards & Sons, Inc. now known as Wells Fargo Advisors is a full service brokerage firm which provides banking, investments, insurance, brokerage, wealth management, lending, private client services and investment banking services.

president, retirement planning financial advisor

wealthcare financial group, inc.™ together for your retirement™

2012-7 - 2003-7

* Wealthcare Financial Group, Inc. is a wealth management and investment advisory firm. * Our services includes: * Comprehensive Planning (Retirement, Investment, Estate) * Portfolio Management & Investment Management Consulting * Executive Compensation Packages * Retirement Plan Services (401K, Profit Sharing Plans, etc.) * Group Benefits including Life & Health * Educational Seminars for Employees (Retirement Planning, Estate Planning, Asset Allocation and Advanced Retirement & Estate Strategies) * Wealthcare Financial Group, Inc. is a Registered Investment Advisor.

Education

regent university

theology

2008-1 - 2018-1 · 10 yrs 1 mo

On a two-year leave of absence from Seminary, at Regent University's School of Divinity; studying on Practical Theology and Biblical Languages. Activities and Societies: Skinner Leadership Institute; Missions to Ecuador (Amazon Jungle).

georgetown university

real estate

2011-1 - 2015-1 · 4 yrs 1 mo

Coursework focused on utilizing commercial real estate as an alternative investment (e.g. private equity) for high net worth investors and institutions. Activities and Societies: African American Real Estate Professionals (AAREP), Washington, DC Chapter.

howard university

communications

1988-1 - 1992-1 · 4 yrs 1 mo

Conducted research on publicly traded biotech companies for the International Trade Administration of the Department of Commerce. Worked as a Legislative Intern for Congresswoman Eleanor Holmes Norton, Federal Trade Commission, Advocacy Institute, EEOC, DOJ and Postal Rate Commission. Activities and Societies: Skinner Leadership Inst., Tae Kwon Do.