(800) 689-4851
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Martin A. Smith
4800 Hampden Lane, Suite 200
Bethesda, MD 20814
Other States Served: MD, GA, ME, VA
Profession:
Credit, Estate Planning, Financial, Insurance, Tax
Workshops Offered:
Asset Allocation & Modern Portfolio Theory, Budgeting and Debt Elimination, College Planning, Estate Planning, Exploring Your Options for a Quality Retirement, Financial Blunders - Lessons We Never Learn, Getting Your Financial House in Order, Investing Basics for Women, Investment Concerns in a Fragile Market, Is a Roth IRA Right for You, Life Insurance and You, Preparing for Long Term Care, Real Money - Real Estate, Roth IRA - America's Next New Tax Break, Strategies for a Sustainable Income in Retirement, Tax Planning, The U.S. Housing Crisis, Understanding 401K Rollovers, Women Approaching Retirement and Beyond, Taking Control of Your Cash - Eliminating Debt
About Me:
Martin A. Smith founded Wealthcare Financial Group, Inc. in 2003. As a retirement financial planner and investment advisor, he is committed to providing each client with values-based advice and custom-tailored service. Thus, the need for prudent advice and high quality service is also the basis for his 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

To serve the unique needs of high net worth individuals and family offices with more breadth and depth than what is traditionally offered by wealth managers, Martin has completed a M.A. in Commercial Real Estate Finance at Georgetown University.

In addition, he has completed several financial planning designations: 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, CO.

Martin makes regular media appearances as a frequent invited guest on local television and radio stations such as News Channel 8, NBC Universal Channel 4, WTOP Radio News & Business and CBS Radio. In addition, he has been invited to teach a series of financial management educational seminars for the NBA Development League.

Martin A. Smith earned his Bachelor of Arts Degree in Legal Communications, from Howard University in 1992. He later joined A.G. Edwards & Sons as a Financial Advisor and was later promoted to the position of Assistant Branch Manager. Martin resides in Bowie, Maryland with his wife, Walida. Together, they have seven children.
Why SOFA?

The Society for Financial Awareness is a nationwide 501(c)(3) non profit public benefit corporation. Our mission is to provide financial education across America, one community at a time. Founded in 1993, we have had the privilege of working with various prominent companies and organizations. Our financial education outreach and years of continued success has provided us name recognition, a reputation of excellence, and most importantly the opportunity to impact lives.

Our members conduct financial education seminars to companies and organizations; satisfying the Department of Labor's requirement, ERISA 404(c). Our seminars are completely FREE of charge and there is no selling of financial products at our events.

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