Our team of financial advisors and insurance agents will create a plan to meet your retirement and investment goals.
Martin A. Smith, CRPC®, AIFA®
Founder and President, Wealthcare Financial Group, Inc.
Personal finance blogger of Answers About Wealth ™, Martin A. Smith is also the Founder and President of Wealthcare Financial Group, Inc. ™ a retirement planning and investment management firm that is committed to providing each client with values-based advice and custom-tailored service. The need for prudent guidance 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, NASB) In addition to being a personal finance blogger, Martin is a 20+ year veteran in the financial services industry and specializes in Retirement Planning, investment management, and fiduciary consulting.
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 management firms, Martin has completed a Master’s Degree in Commercial Real Estate Finance at Georgetown University. He has also completed several financial designations, the Accredited Investment Fiduciary (AIF ®) and Accredited Fiduciary Analyst (AIFA ®) designations, as administered and awarded by the Center for Fiduciary Studies (aka, "Fiduciary360").
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, having been a guest on News Channel 8, NBC Universal Channel 4, WTOP Radio News & Business and CBS Radio. He has also 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 where he was promoted to the position of Assistant Branch Manager. Martin splits his time between the Washington, DC and Atlanta Metro area where he is actively hiring and training new financial advisors, as well as recruiting new investment firms to join the Wealthcare Financial Group, Inc. family of firms. He and his wife, Walida have seven children.
John R. Funderburk
At an early age, John knew that his purpose in life was to serve others. His passion for service inspired him to serve in the United States Navy. Another passion that John had as early as eight year old was studying the business section of the newspaper, which led to his intrigue in finance, i.e. "stocks and bonds." As his knowledge of the stock market and economy grew, so did his interest in educating others about personal finance. Since "service" was already a core value of John's, as career in the financial services industry was a logical and natural fit for him. He relishes being able to pursue his interests in security and technical analysis, economics and portfolio construction for his clients, while also providing much needed financial literacy support others. John is active in his local church, he is a father of five, he has two adult daughters, a son and two beautiful adopted daughters. He lives in Frederick, M aryland.
Tariq A. Khan
Tariq A Khan, is a financial advisor who brings many years of experience in financial and retirement planning, including capital management, risk assessment, and specialized trading strategies to serve to needs of his clients. Additionally, through Wealthcare Financial Group, Inc. Tariq has expanded firm growth opportunities by leveraging digital technology on behalf of clients, providing the most technology forward solutions in an rapidly evolving industry.
AFCPE® Vice-President, Wealthcare Financial Group, Inc.
Sean earned his Bachelor of Business Administration Degree in Finance from Howard University in 1987. He has spent over 30 years in commercial banking, with an emphasis in consumer and small business lending. Sean advocates for greater financial education within social and faith-based organizations in the metro DC area, and he teaches and works with a variety of non-profit organizations to promote financial literacy.
Over the course of his career, Sean has seen the powerful impact financial literacy has in elevating individuals and families from poverty to prosperity. He is passionate about helping people learn to effectively handle money, credit, debt and risk. He has worked diligently to help create empowered communities while building individuals’ financial dignity. Real financial dignity allows everyone the opportunity to be self-sufficient, with the fundamentals to build their own businesses, buy homes, increase credit, and make better investment decisions.
As a Life & Health Insurance Agent with the Wealthcare Financial Group, Inc. insurance agency, Christopher London has proven himself to be a polished professional who provides exceptional service to clients, in spheres both political and corporate. His customized value-added approach stems from his extensive experience in management, hospitality, and more than 16 years in financial services.
As a former Financial Consultant with A.G. Edwards & Sons, Inc., he has held the Accredited Asset Management Specialist (AAMS) certification, obtained from the College of Financial Planning.
Mr. London has maintained a sure commitment to serving others. This is seen through his many philanthropic endeavors. He has volunteered with such groups as NSAL and has done seminars/workshops and training for Capital One, Booz Allen, Fannie Mae, Howard University School of Medicine, the Maryland Department of Transportation, Sasha Bruce Youth Works, The Maryland Public School System, the National Capitol area YMCA, and the Economic Training and Development Institute of which he has received awards for his outstanding commitment and support of the community. Currently he serves on the board of the NICE foundation and teaches financial literacy pro-bono to students at the Duke Ellington School of the Arts.
Marcus L. Ward
Marcus is a Howard University alumnus, is currently licensed in annuities and life insurance with the Wealthcare Financial Group, Inc. insurance agency. With over 20 years of experience in the field, Marcus has proven himself by winning the Rising Star Award and the 1st Place Customer Service Award before joining Wealthcare. Armed with a wealth of knowledge, Marcus has presented over 100 personal finance educational seminars over the course of his career with other financial institutions.
Marcus is committed to helping you with custom wealth-building strategies to quickly implement in your life, reach your financial goals, and protect your retirement nest egg. He delivers risk management solutions to high net worth clients, business owners, and small businesses. "The plans of the diligent lead to profit..." Proverbs 21:5 (NIV)
Outside of business, Marcus is a current SAG actor in productions like The Wire, VEEP, House Of Cards, SALT and Like A Boss. Marcus is a former U.S. Marine who served in Operation Desert Storm. He enjoys spending time with his lovely wife Eva, their precious baby girl and their pet dove, named Love.