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Meet Your Digital
Partner Services
"For the those investors with a knack for
investing and portfolio management, we
are pleased to partner with Betterment for
Advisors"

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Retirement Income
Planning
Learn How We Can Assist You With Recreating
Your Paycheck During Retirement.

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Managing Retirement
Investments
Schedule A Meeting To Learn More About Our
Prudent Investment Solutions to Protect Your
Retirement Nest Egg.

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Portfolio Management
If Your Investment Portfolio Lacks Focus, We
Offer A Free Portfolio Review & Comparative
Investment Analysis.
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ESTATE PLANNING
Ensuring your hard-earned assests end
up in the right hands.
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Be Prepared

Your retirement is as secure as your retirement income planning. During retirement you need to recreate your paycheck, which is something that we have over 20+ years experience with.

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Be Protected

Whether it is your income, assets that needs protecting, there are many benefits for using insurance to provide peace of mind to your loved ones and you.

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Be Compliant

We work closely with Retirement Plan Sponsors to help them understand and fulfill their fiduciary obligation to the employees who participant in their company sponsored retirement plan.

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Passing It On

Estate planning is a critical part of retirement planning. You want to make sure that your loved ones receive the assets you have accumulated during your lifetime.

Financial Planning Services
Powered by Wealthcare Advisor™

Wealthcare Financial Group, Inc. is a fee-only financial planning and investment consulting firm. We are dedicated to assisting people with their retirement income planning needs. We are pleased to offer Wealthcare Advisor™, a fully interactive wealth management and personal finance portal.

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WealthGuard is a proprietary tool that helps reduce the possible effects of a large market crash by alerting you when you are approaching your predetermined WealthGuard value.

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Company Overview
Wealthcare Financial Group, Incorporated is a fee-only financial planning and
investment services & consulting firm. As Bethesda, Maryland based retirement planning professionals, we are principles centered and committed to helping
business owners and individuals with their retirement income planning and
portfolio management needs.

who we serve

We serve the financial & retirement income planning and investment advisory needs of families and business owners.

what we do

We prepare written financial, retirement and estate plans and design asset class diversified investment portfolios.

How we work

We offer fee-only financial planning, including a portfolio review and comparative investment analysis.

WealthCare on YouTube

Martin A. Smith, founder of WealthCare Financial Group, Inc. is dedicated to educating the public about all things finances. He gives needed advice from how to
budget during vacation, to last-minute tax tips.
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Our Blog

Answers About Wealth Trusted Advice from Professional Advisors

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