Martin A. Smith
Leading a Premier Wealth Management and Investment Advisory Firm Specializing in Serving Medical Professionals, High Net Worth Individuals, Businesses, Non-Profits, and Associations
- Role
- President at Wealthcare Financial Group, Inc
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About Martin A. Smith
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: m•••••@wcfingroup.com Greater Atlanta Region:(77••••••08 Washington, DC Metro:(24••••••52
Experience
President
Wealthcare Financial Group, Inc
Jan 2012 — Present · Atlanta, GA, US
Education
Regent University
Candidate: M.DIV
Georgetown University
Masters of Professional Studies - Commercial Real Estate Finance
2011 — 2016
Howard University
Bachelor’s Degree
1988 — 1992
Skills
- Asset Allocation
- Banking
- Portfolio Management
- Private Clients
- Retirement Planning
- Financial Planners
- Financial Advisory
- Strategic Planning
- Employee Benefits
- Alternative Investments
- Wealth Management
- Investment Advisory
- Retirement Plan Services
- Investments
- Team Building
- Management
- Pensions
- Private Client Services
- Customer Service
- Fiduciary Management
- Asset Management
- Securities
- Public Speaking
- Estate Planning
- Investment Management
- Retirement
- Finance
- Financial Services
- Institutional & Fiduciary Consulting
- Nonprofits
- Leadership
- Market Research & Analysis
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