Martin Smith, CRPC®, AIF®, AIFA®
Bowie, Maryland, 20715
Member Since 2005
As a wealth management and investment advisory firm, Wealthcare Financial Group, Incorporated delivers financial advice that is based on the stated values of our clients, followed by their risk tolerance, needs and goals. We believe that the financial planning process should always serve as the foundation for providing wealth management advice that is objective and in the best interest of our clients.
Furthermore, our investment philsophy which we refer to as \"Structured Investing\" is rooted in the tradition of \'fiduciary excellence\' and is based on 80+ years of financial market data; Nobel Prize-winning economic research, as well as in-depth studies of investor psychology and behavior.
My Location
Background Information
Years of Financial Experience
- 16
Education
- Howard University (Legal Communications)
- Denver College of Financial Planning (Certified Financial Planner (CFP) Coursework.)
- Regent University (Candidate for Masters in Divinity)
Certifications and Designations
- CRPC®
- AIF®
- AIFA®
- RPS®
Association Memberships
- Society of Human Resource Management (SHRM)
- American Council of Civil Engineers (ACEC)
- Centre For Fiduciary Excellence (www.CEFEX.org)
- fi360 (www.fi360.com)
Methods of Compensation
- Financial Planning: Asset-based fee, Hourly fee, Fixed fee
- Investment Services: Asset-based fee, Hourly fee, Fixed fee
Primary Custodian(s)
- Fidelity Investments
- TD Ameritrade
- National Financial Services
Types of Financial Reports
- Performance Report (Quarterly)
- Market Environment Report (Quarterly)
- Custodial Report (Monthly)
- Newsletter (Monthly)
Additional Business Practices
- I work with remote clients over the telephone and Internet
- I review my clients' financial plans with them
- I review my clients' investment portfolios with them
Registration & Licensing
- CRD/IARD Number: FINRA: 2677840 | RIA: 150650
- Securities Registrations: Series 66
- Insurance Licenses: Life, Annuity, Long-Term Care, Disability, Health
Company Names
- Registered Investment Advisor: Wealthcare Financial Group, Inc.
- Broker/Dealer: Kovack Securities/Kovack Advisors
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable, Hourly, Current Review, We prepare a custom-tailored comprehensive financial plans for our clients.
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Re-Balancing, Active Managers, Passive Managers, Risk Management, Performance Reporting, Tax Efficient Strategies, Review Current Portfolios, NSO/ISO Employee Stock Options, Investment Management Consulting, Portfolio Modeling and Analysis. Separately Managed Accounts. Our Investment Recommendations is Based on Modern Portfolio Theory Concepts & Statistics.
Investment Products
- Mutual Funds, Securities, Commodities, REITs, Equity, Limited Partnerships
Insurance Products
- Life, Fixed Annuity, Long-Term Care, Health, Business
Visit Website - http://www.wcfingroup.com
Martin Smith
on LinkedIn
Martin Smith
on Twitter
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60Followers
177Tweets
@cnbc: Thanks for covering the FB IPO. Now that FB's public offering is past us, can you PLEASE talk about something else?! #TIREDofFBNews!!
My soul waits in silence for God only; From Him is my salvation. http://t.co/7avFCuPF
Our business is on @Manta! Check out our profile & go get yours! - http://t.co/kJacIJoO
I'm just say'in, if your going to say "...never taking the Bailout", you should AT LEAST be present at the "Bailout meeting"! #deceitfulad!!