About WFG

An Alliance of Professionals

As a wealth management and investment advisory firm, Wealthcare Financial Group, Incorporated (WFG) has formed a strategic alliance with professionals whose background and expertise is essential to helping us serve the comprehensive needs of our clients, through each stage of the wealth management lifecycle:
  1. Investment Advisor: Portfolio management and investment management consulting
  2. Certified Financial Planner (CFP): Comprehensive financial and retirement planning
  3. Certified Public Accountant (CPA): Tax planning & accounting services
  4. Healthcare Benefits Consultant: Health Insurance & wellness
  5. Law Firm: Estate planning & family legal services

Leadership

Martin A. Smith, RPS®, CRPC®, AIF®, AIFA®
President, Managing Director | Bio

We provide comprehensive financial planning and investment management strategies to ensure the financial well-being of our clients. Through our affiliation with the Centre for Fiduciary Excellence (CEFEX), we affirm our ongoing commitment to adhere to the highest global standards, principles and practices of fiduciary excellence.