Martin A. Smith, CRPC, AIFA, is the Founder and President of Wealthcare Financial Group, Inc. with over 20 years of experience in retirement planning, investment management, and fiduciary consulting. Wealthcare Financial provides comprehensive financial planning. Guided by the principle that wisdom surpasses wealth, Martin is a respected personal finance blogger and media personality, appearing on News Channel 8, NBC Universal, WTOP Radio, and CBS Radio. He holds a Master's degree in Commercial Real Estate Finance from Georgetown University and several certifications, including AIF, AIFA, RPS, and CRPC. Martin has also educated for the NBA Development League and the California National Guard. A Howard University graduate, he began his career at A.G. Edwards & Sons, Inc. Now, he mentors future financial advisors in Washington, DC, and Atlanta. Married for nearly 26 years to Walida T. Smith and a father of seven, Martin is dedicated to his profession and community, leaving a legacy of wisdom and integrity. and prosperity.
David D. Collins is a trusted financial advisor with over 20 years of client service experience and advanced training from LSU and The American College of Financial Services. A Grambling State University alum, he holds the ChFC® designation and completed CFP® coursework. David specializes in simplifying complex financial topics—like investments, insurance, retirement, and estate planning—to help clients make confident, informed decisions. He also volunteers on committees focused on Economic Empowerment and Financial Literacy, delivering impactful education to individuals and business owners alike. His mission is simple: to provide clear, objective financial guidance that helps people build lasting wealth.
John ("Jack") C. Rogers, a Fairbanks, Alaska native now based in New York City, is a seasoned financial professional specializing in tailored investment and retirement strategies for pre-retirees, retirees, business owners, and high earners. His career spans top firms like Prudential, Waddell & Reed, AIG, and UBS. At Alpha UMi Financial, Jack leads with a client-first approach built on trust, integrity, and transparency. He holds the CFA designation, an Executive M.S. in Financial Statement Analysis and Securities Valuation from Baruch College, and a B.S. in Finance from California State University, Fresno. With deep expertise and proven insight, Jack designs personalized strategies to help clients grow and protect their wealth.
Thank you for visiting my profile page. I've served families as a Financial Adviser for over thirteen years by understanding economic trends and positioning their retirement portfolios. Additionally, I help small businesses and non-profits develop their marketing strategy using the same metrics of understanding economic trends and positioning their brand.
I provide concierge level financial advice to families and business professionals. My clients are the doctors, attorneys, and small business owners that may also happen to go by mom and dad. Leveraging my personal experience as an advisor, I create tailored recommendations as fit. My expertise in investing, risk management, and digital finance uniquely positions my clients for success.
Sean is a seasoned banking professional with over 35 years of experience in commercial banking, specializing in consumer and small business lending. He holds a Bachelor of Business Administration Degree in Finance from Howard University, earned in 1987. Throughout his career, Sean has been a dedicated advocate for financial education within social and faith-based organizations in the metro DC area. He actively promotes financial literacy by teaching and collaborating with various non-profit organizations. Currently serving as the small business coach and T/A advisor for Baltimore Community Lending, Sean remains committed to empowering individuals and communities through financial education. Recognizing the transformative power of financial literacy, Sean is passionate about helping individuals and families move from poverty to prosperity. He believes in fostering financial dignity by equipping individuals with the knowledge to manage money, credit, debt, and risk effectively. Sean's approach focuses on educating clients, assisting them in overcoming financial challenges, and guiding them towards achieving their financial goals. To better serve a diverse clientele, Sean holds several designations and certifications, including Investment Adviser Representative (Series 65), AFCPE® Accredited Financial Counselor, and Credit Union National Association (CCUFC). Beyond his professional endeavors, Sean and his wife Lori, married for 34 years, have developed seminars to help couples establish healthy financial stewardship and wealth creation practices. Sean is also an active board member of the Prince George’s Tennis & Education Foundation (PGTEF) and Emmanuel Temple Church, reflecting his commitment to community engagement. With a dedication to financial empowerment and community development, Sean exemplifies the values of education, advocacy, and service in his professional and personal pursuits.
WEALTHCARE FINANCIAL GROUP, INC.
