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We serve clients around the Washington DC metro area and in the following U.S. cities:
Washington, DC | Rockville, MD | Silver Spring, MD | Potomac, VA | College Park, MD | Annandale, VA | Arlington, VA | Falls Church, VA | Reston, VA | Germantown, MD | Gaithersburg, MD | Annapolis, MD | Chevy Chase, MD | Davidsonville, MD | Chestertown, MD | Centreville, MD | Stevensville, MD | Arnold, MD | Gibson Island, MD | Alexandria, VA | McLean, VA | Herndon, VA | Tyson Corner, VA | Columbia, MD | Woodbridge, VA | Leesburg, VA | Bowie, MD | Upper Marlboro, MD | Ellicott City, MD | Olney, MD | Burtonsville, MD | Baltimore, MD | Frederick, MD | Hunt Valley, MD | St. Petersburg, FL | Dunnellon, FL
Wealthcare Financial Group, Incorporated is a top financial advisor in the Bethesda, Maryland Financial Planners guide on NestEggZone.com.
Administrative Office: 14104 Guardian Court, Bowie, Maryland 20715 | Office: 240-245-3434
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Copyright 2012 Wealthcare Financial Group, Incorporated | WordPress website design ID Web and Print | Logo for Wealthcare Financial Group, Incorporated Designed by www.trigodvisuals.com
TERMS OF USE: This Website and its content may not be used by a third-party without the written permission of Martin A. Smith, President, Managing Director of Wealthcare Financial
Group, Incorporated
Site Map
Site Map
April 1, 2010
We are an independent fee-only Registered Investment Advisor. We will always adhere to the highest fiduciary & industry standards, principles and practices.
April 7, 2010
Martin A. Smith, RPS®, CRPC®, AIF®, AIFA® has earned a Certificate in Retirement Planning from The Wharton School of the University of Pennsylvania.
April 7, 2010
The CRPC Program focuses on the pre- and post-retirement needs of individuals, allowing financial professionals to transform the retirement planning process…
April 7, 2010
Don’t risk going at it alone, AIF and AIFA designees have the training necessary to ensure that an investment process is managed to an appropriate fiduciary…
April 7, 2010
In 2003, Martin founded KingdomTrust Capital Management, Inc. (KTCM) as a Registered Investment Advisor to serve the investment advisory and wealth services…
April 7, 2010
Investment Management: A Six-Step Process Our Six-Step Investment Process is an established framework for identifying, analyzing, and implementing investment…
April 7, 2010
Retirement Plan Services The area of fiduciary responsibility is of particular importance in today’s retirement plan environment. An annual review of your…
April 7, 2010
Institutional Investment and Fiduciary Consulting.
April 7, 2010
Wealthcare Financial Group, Incorporated
April 11, 2010
Structured Investing's Five Steps to an Effective Portfolio The Structured Investing Approach Structured Investing is a prudent, strategic approach to…
April 13, 2010
Financial Management Partners At Wealthcare Financial Group, Incorporated we may not believe in reinventing the wheel, but that does mean that the wheel…
April 15, 2010
At Wealthcare Financial Group, Incorporated being an “independent” firm doesn’t mean that we are going it alone. In fact, our clients benefit as a…
December 6, 2010
We are a leading investment advisory and wealth management firm serving the City of Rockville, Maryland. Receive a no obligation second opinion by contacting…
January 3, 2011
Videos Dimensional Thinkers: Eugene Fama Professor Fama is among the most prolific and cited thinkers in finance today. In this interview, he discusses the…
January 3, 2011
Wealthcare Financial Group, Incorporated & ACEC Wealthcare Financial Group is proud to partner with the American Council of Engineering Companies.
January 6, 2011
Thank You Thank you for contacting Wealthcare Financial Group, Incorporated. If you would like to download our sample comprehensive financial plan please…
January 7, 2011
Careers Wealthcare Financial Group, Incorporated is always interested in meeting talented and team-oriented wealth management and investment advisory…
May 15, 2011
Fiduciary Consulting Investment Fiduciary – Someone who is managing the assets of another person and stands in a special relationship of trust, confidence,…
May 19, 2011
Implementation Strategy Our investment philosophy is designed around four asset allocation approaches, which are grouped into convergent (“Sailing”)…
May 19, 2011
Sailing Strategies: Tactical Constrained Asset Allocation Tactical Constrained approaches attempt to capture broad market returns while also seeking to take…
May 19, 2011
Rowing Strategy: Tactical Unconstrained Asset Allocation Tactical Unconstrained Asset Allocation approaches remove the limits on the extent and frequency of…
May 19, 2011
Rowing Strategies: Absolute Return Asset Allocation Absolute Return strategies are for risk-averse investors comfortable with modest returns in exchange for…
July 18, 2011
We are a leading investment advisory and wealth management firm serving Washington, DC. Receive a no obligation second opinion by contacting us today.
July 18, 2011
We are a leading investment advisory and wealth management firm serving Silver Spring, MD. Receive a no obligation second opinion by contacting us today.
July 18, 2011
We are a leading investment advisory and wealth management firm serving Potomac, VA. Receive a no obligation second opinion by contacting us today.
July 18, 2011
We are a leading investment advisory and wealth management firm serving College Park, MD. Receive a no obligation second opinion by contacting us today.
July 18, 2011
We are a leading investment advisory and wealth management firm serving Annandale, VA. Receive a no obligation second opinion by contacting us today.
July 18, 2011
We are a leading investment advisory and wealth management firm serving Arlington, VA. Receive a no obligation second opinion by contacting us today.
July 18, 2011
We are a leading investment advisory and wealth management firm serving Falls Church, VA. Receive a no obligation second opinion by contacting us today.
July 18, 2011
We are a leading investment advisory and wealth management firm serving Reston, VA. Receive a no obligation second opinion by contacting us today.
July 18, 2011
We are a leading investment advisory and wealth management firm serving Germantown, MD. Receive a no obligation second opinion by contacting us today.
July 18, 2011
We are a leading investment advisory and wealth management firm serving Annapolis, MD. Receive a no obligation second opinion by contacting us today.
July 18, 2011
We are a leading investment advisory and wealth management firm serving Chevy Chase, MD. Receive a no obligation second opinion by contacting us today.
July 18, 2011
We are a leading investment advisory and wealth management firm serving Davidsonville, MD. Receive a no obligation second opinion by contacting us today.
July 18, 2011
We are a leading investment advisory and wealth management firm serving Chestertown, MD. Receive a no obligation second opinion by contacting us today.
July 18, 2011
We are a leading investment advisory and wealth management firm serving Centreville, MD. Receive a no obligation second opinion by contacting us today.
July 18, 2011
We are a leading investment advisory and wealth management firm serving Stevensville, MD. Receive a no obligation second opinion by contacting us today.
July 18, 2011
We are a leading investment advisory and wealth management firm serving Arnold, MD. Receive a no obligation second opinion by contacting us today.
July 18, 2011
We are a leading investment advisory and wealth management firm serving Gibson Island, MD. Receive a no obligation second opinion by contacting us today.
July 18, 2011
We are a leading investment advisory and wealth management firm serving Alexandria, VA. Receive a no obligation second opinion by contacting us today.
July 18, 2011
We are a leading investment advisory and wealth management firm serving McLean, VA. Receive a no obligation second opinion by contacting us today.
July 18, 2011
We are a leading investment advisory and wealth management firm serving Herndon, VA. Receive a no obligation second opinion by contacting us today.
July 18, 2011
We are a leading investment advisory and wealth management firm serving Tyson Corner, VA. Receive a no obligation second opinion by contacting us today.
July 18, 2011
We are a leading investment advisory and wealth management firm serving Columbia, MD. Receive a no obligation second opinion by contacting us today.
July 18, 2011
We are a leading investment advisory and wealth management firm serving Woodbridge, VA. Receive a no obligation second opinion by contacting us today.
July 18, 2011
We are a leading investment advisory and wealth management firm serving Leesburg, VA. Receive a no obligation second opinion by contacting us today.
July 18, 2011
We are a leading investment advisory and wealth management firm serving Bowie, MD. Receive a no obligation second opinion by contacting us today.
July 18, 2011
We are a leading investment advisory and wealth management firm serving Upper Marlboro, MD. Receive a no obligation second opinion by contacting us today.
July 18, 2011
We are a leading investment advisory and wealth management firm serving Ellicott City, MD. Receive a no obligation second opinion by contacting us today.
July 18, 2011
We are a leading investment advisory and wealth management firm serving Olney, MD. Receive a no obligation second opinion by contacting us today.
July 18, 2011
We are a leading investment advisory and wealth management firm serving Burtonsville, MD. Receive a no obligation second opinion by contacting us today.
July 18, 2011
We are a leading investment advisory and wealth management firm serving Baltimore, MD. Receive a no obligation second opinion by contacting us today.
July 18, 2011
We are a leading investment advisory and wealth management firm serving Frederick, MD. Receive a no obligation second opinion by contacting us today.
July 18, 2011
We are a leading investment advisory and wealth management firm serving Hunt Valley, MD. Receive a no obligation second opinion by contacting us today.
July 18, 2011
We are a leading investment advisory and wealth management firm serving Dunnellon, FL. Receive a no obligation second opinion by contacting us today.
July 18, 2011
We are a leading investment advisory and wealth management firm serving Gaithersburg, MD. Receive a no obligation second opinion by contacting us today.
July 18, 2011
We are a leading investment advisory and wealth management firm serving St. Petersburg, FL. Receive a no obligation second opinion by contacting us today.
April 6, 2010
As a fee-only investment advisory firm, Wealthcare Financial Group, Incorporated delivers customized investment advice, which we refer to as Structured…
April 6, 2010
Wealthcare Financial Group, Incorporated is a leading investment advisory and wealth management firm in the Washington, DC Metropolitan area.
April 6, 2010
Press Releases February 1, 2010 - The Center for Fiduciary Studies, the Nation's first full-time training and research facility for fiduciaries…
April 14, 2010
Publications Quarterly Commentary (Economic and Market Analysis) Videos Newsletters White Papers Quarterly Commentary Winter 2009 Spring…
April 6, 2010
Contact Us Whether you currently have a financial advisor and would like to receive a no obligation second opinion or, if you are at the beginning stages of…
April 6, 2010
Client Login IMPORTANT NOTICE: The companies (Charles Schwab & Co., Inc. , Fidelity Investments Institutional Services, TD Ameritrade, Pershing, Genworth…
January 4, 2011
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Blog Posts
April 11, 2010
The Periodic Table of Global Fiduciary Practices Prudent Practices for Stewards SAFE-AdvisorUS_111308 handbook_manager SAFE_Managers_111308 SAFE_PPA_0920…
February 1, 2010
Don’t risk going at it alone, AIF® and AIFA® designees have the training necessary to ensure that an investment process is managed to an appropriate…
May 4, 2011
In 2010, prominent industry analysts warned of a looming fiscal crisis among state and local governments. Some experts even predicted widespread municipal bond…
April 2, 2011
This article addresses the question of whether an expansion in monetary policy will cause an increase in inflation. As widely held belief is that an monetary…
February 15, 2011
The 2008 global market crisis and the struggling economy have left many investors fatigued. Despite two years of strong equity returns, some investors have…
January 13, 2011
The past year offered an interesting mix of positive and negative news as investors around the world eagerly anticipated signs of economic recovery and…
December 9, 2010
As government spending hits record levels around the globe, some politicians, economists, and pundits are warning that rising indebtedness may drag down…
December 7, 2010
In recent years, structured products have gained favor among retail investors in Europe and the US. Investment banks promote these securities as sophisticated…
October 1, 2010
The need for retirement planning doesn’t end with the onset of retirement. A new retiree’s focus shifts from building wealth to managing and preserving it.…
August 1, 2010
With interest rates near historical lows, some investors may be anxious about a possible rate climb and its potential impact on their fixed income investments.…
May 1, 2010
Proponents of active management believe that skilled managers can outperform the financial markets through security selection, market timing, and other efforts…
April 1, 2010
Real estate as a wealth generator is hardly a new idea. People owned property long before the advent of stock exchanges and other capital markets. In more…
March 1, 2010
Global diversification gives investors a valuable tool for managing risk and volatility in a portfolio. But smart diversification has an important side effect.…
March 1, 2010
The US stock market has taken investors on a bumpy ride in recent years. This volatility has tested investor discipline and prompted some people to question…
January 1, 2010
As the capital markets have improved, more investors have shifted their concern from weathering the financial crisis to anticipating the inflationary effects…
January 1, 2010
Choosing a basic stock-bond mix is an important first step in portfolio design. Although the decision may appear simple, it can have a profound impact on your…
April 12, 2010
Winter 2010 Newsletter Structured Investing Brochure Brochure for FOLIO Investing Securities Lending from Loring Ward 8 Threats to Portfolio Performance
April 20, 2010
Access Fidelity Investments Institutional Services
July 12, 2010
For Immediate Release July 12, 2010 CONTACT: Martin A. Smith, CRPC®, AIF®, AIFA® President, Managing Director Office: (301) 769‐6919 | Alt.…
February 1, 2010
FOR IMMEDIATE RELEASE Pittsburgh, February 1, 2010 -- Martin A. Smith, of KingdomTrust Capital Management, Inc. has been awarded the ACCREDITED INVESTMENT…
April 15, 2010
Rollover 401K Seminar Fidelity Investment Strategy Workshop Fidelity Advisor Retirement Income Services
April 11, 2010
Fidelity 401K Retirement Plan Review Fidelity Investment Strategy Workshop Rollover 401K Seminar Best Practices for Retirement Plan Investment Fiduciaries…
May 19, 2011
Prudent Practices for Stewards SAFE_PPA_092007 SAFE_Stewards_111308
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