How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Martin A. Smith, CRPC®, AIFA®
Founder & President
(678) 716-9357
In addition to being a personal finance blogger, Martin is a proud alumnus of Howard University and a 25+ year veteran in the financial services industry with a focus on retirement planning, investment management, and fiduciary...
Tariq A. Khan
Financial Advisor
Tariq is a financial advisor who brings many years of experience in financial and retirement planning, including capital management, risk assessment, and trading strategies to serve the needs of his clients. Additionally, through...
Jack C. Rogers, CFA
Financial Advisor
David D. Collins
Financial Advisor
David D. Collins is a graduate of Grambling State University where he majored in Computer Science with a concentration in software engineering. David has 20 years of customer service experience and is known for his humorous personality...
Sean Chrysostom
Financial Advisor
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...
Chris London
Life & Health Insurance Agent
Christopher London has proven himself to be a polished professional who provides exceptional service to clients in spheres both political and corporate. His customized approach stems from his extensive experience in management,...
Marcus L. Ward
Life & Health Insurance Agent
Marcus is a Howard University alumnus and 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...
Build Your Investment Strategy With Riskalyze
Riskalyze is award-winning technology that qualifies your acceptable levels of risk and reward. Using this tool, we ensure that your portfolio defines your investment goals and expectations. With Riskalyze, you define your risk number, align your portfolio, and define your retirement goals.