Martin A. Smith, President, Crpc®, Aifa®

Martin A. Smith, President, Crpc®, Aifa® Email and Phone Number

Atlanta, GA, US
Martin A. Smith, President, Crpc®, Aifa®'s Location
Atlanta Metropolitan Area, United States, United States
Martin A. Smith, President, Crpc®, Aifa®'s Contact Details

Martin A. Smith, President, Crpc®, Aifa® work email

Martin A. Smith, President, Crpc®, Aifa® personal email

n/a

Martin A. Smith, President, Crpc®, Aifa® phone numbers

About Martin A. Smith, President, Crpc®, Aifa®

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.comGreater Atlanta Region: (770) 683-3608Washington, DC Metro: (240) 482-3752www.wcfingroup.com

Martin A. Smith, President, Crpc®, Aifa®'s Current Company Details
Wealthcare Financial Group, Inc.™

Wealthcare Financial Group, Inc.™

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President
Atlanta, GA, US
Martin A. Smith, President, Crpc®, Aifa® Work Experience Details
  • Wealthcare Financial Group, Inc.™
    President
    Wealthcare Financial Group, Inc.™
    Atlanta, Ga, Us
  • Hbcu Legacy, Llc
    Founder And President
    Hbcu Legacy, Llc Dec 2020 - Present
    HBCU Legacy, LLC (www.hbculegacy.com) is an insurance agency, serving the legacy planning needs of the global alumni community of historically black colleges and universities.
  • Wealthcare Financial Group, Inc.™
    President
    Wealthcare Financial Group, Inc.™ Jan 2012 - Present
    Peachtree City, Georgia, Us
    Wealthcare Financial Group, Inc. (www.wcfingroup.com) is a wealth management and investment advisory firm. We provide retirement planning, investment management & fiduciary consulting services.
  • Wealthcare Financial Group, Inc.™
    President
    Wealthcare Financial Group, Inc.™ Jan 2012 - Present
    Peachtree City, Georgia, Us
  • Wealthcare Financial Group, Inc.™
    President, Retirement Planning Financial Advisor
    Wealthcare Financial Group, Inc.™ Jan 2012 - Present
    Peachtree City, Georgia, Us
    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.
  • Kingdomtrust Capital Management, Inc.
    President
    Kingdomtrust Capital Management, Inc. Jul 2003 - Jan 2012
    Wealth Management and Investment Advisory Firm.
  • A.G. Edwards & Sons, Inc.
    Assistant Branch Manager, Financial Consultant
    A.G. Edwards & Sons, Inc. Jun 1999 - Mar 2003
    Us
    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.

Martin A. Smith, President, Crpc®, Aifa® Skills

Wealth Management Investments Portfolio Management Investment Management Finance Financial Advisory Investment Advisory Pensions Alternative Investments Estate Planning Asset Management Management Fiduciary Management Retirement Planning Financial Planners Employee Benefits Institutional And Fiduciary Consulting Banking Private Clients Retirement Financial Services Retirement Plan Services Market Research And Analysis Private Client Services Nonprofits Team Building Public Speaking Leadership Strategic Planning Securities Customer Service Asset Allocation

Martin A. Smith, President, Crpc®, Aifa® Education Details

  • Howard University
    Howard University
    Philosphy
  • Georgetown University
    Georgetown University
    Commerical Real Estate
  • Regent University
    Regent University
    Practical Theology And Biblical Languages

Frequently Asked Questions about Martin A. Smith, President, Crpc®, Aifa®

What company does Martin A. Smith, President, Crpc®, Aifa® work for?

Martin A. Smith, President, Crpc®, Aifa® works for Wealthcare Financial Group, Inc.™

What is Martin A. Smith, President, Crpc®, Aifa®'s role at the current company?

Martin A. Smith, President, Crpc®, Aifa®'s current role is President.

What is Martin A. Smith, President, Crpc®, Aifa®'s email address?

Martin A. Smith, President, Crpc®, Aifa®'s email address is ma****@****tal.com

What is Martin A. Smith, President, Crpc®, Aifa®'s direct phone number?

Martin A. Smith, President, Crpc®, Aifa®'s direct phone number is (240) 482*****

What schools did Martin A. Smith, President, Crpc®, Aifa® attend?

Martin A. Smith, President, Crpc®, Aifa® attended Howard University, Georgetown University, Regent University.

What are some of Martin A. Smith, President, Crpc®, Aifa®'s interests?

Martin A. Smith, President, Crpc®, Aifa® has interest in Investment Research, Economic Empowerment, Civil Rights And Social Action, Cooking On The Grill, Politics, Education, Spending Time With Friends And Family, Biblical Research, Poverty Alleviation, Biking.

What skills is Martin A. Smith, President, Crpc®, Aifa® known for?

Martin A. Smith, President, Crpc®, Aifa® has skills like Wealth Management, Investments, Portfolio Management, Investment Management, Finance, Financial Advisory, Investment Advisory, Pensions, Alternative Investments, Estate Planning, Asset Management, Management.

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