Bob Walsh| CFP®
Wealthcare Financial Planning
- Fee-Only Financial Planning
- Retirement Planning
- 401(k) and IRAs
- Investment Management
- Insurance Services
- Estate Planning
- Tax Planning
Cabin John, MD 20818
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Bob Walsh is a Washington DC area (Bethesda, Potomac, Tysons Corner) fee-only financial planner. Wealthcare Financial Planning helps women planning for or in retirement grow and enjoy their wealth through personal service for a fraction of the cost of traditional financial services. Bob Walsh is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Bob Walsh, CFP®, is the founding principal of Wealthcare Financial Planning, LLC, a fiduciary, fee-only investment management and financial planning firm in Cabin John, MD.
He holds CERTIFIED FINANCIAL PLANNER™ (CFP®) and Project Management Professional (PMP) professional certifications. He is a member of the National Association of Personal Financial Advisors (NAPFA), an organization whose members provide client-centered comprehensive financial planning for fee-only compensation.
He earned his undergraduate and graduate degrees in engineering from Princeton University and he earned his Certificate in Financial Planning from Boston University.
Well into a career as a financial management consultant with IBM, I was ready for a new challenge. While consulting provided the joy of solving problems and helping organizations reach their goals, I was feeling further and further removed from my clients as I progressed in my career. I wanted that feeling again of working with and helping someone face-to-face.
Investing and financial planning always appealed to me. Early on, I formed an investment club with my friends from Princeton and we bought and sold individual stocks guided by fundamental analysis and industry diversification. However, I knew that traditional financial planning with its commission-dependent or "fee-based" sales practices was not for me. Fortunately, I learned of the National Association of Personal Financial Advisors (NAPFA) and its fiduciary, fee-only approach to financial planning. After interviewing professionals in the field, attending its national conference, and finally joining the local NAPFA study group, I was ready to make the leap into fiduciary, fee-only financial planning.
I had the pleasure of working with an experienced solo-practitioner supporting his delivery of customer service and improving his practice management processes. At the same time, my family was working through something personal, the loss of my father. As is often the case in a relationship, one spouse takes the lead on finances and one follows. For my parents, my Dad took the lead and my Mom followed. When he passed, I was able to support my Mom by helping with her finances. I know there are others like her who have experienced loss in some way and have found themselves fully in control of their finances for the first time. I know I can help them.
I founded Wealthcare to provide support that is personal and affordable. I hope that I have the chance to help you.
Who do you work with?
We work with women who are planning for or in retirement, who value professional advice, and who value an ongoing relationship. In some circumstances, we work with adult children who are now responsible for supporting the financial lives of a parent or loved one.
What services do you provide?
Wealthcare offers investment management and financial planning services on a fiduciary, fee-only basis. We personalize our services based upon your goals, your circumstances, and your abilities. First, we work together to design for you globally diversified portfolios of low cost index funds to reduce risk and capture returns efficiently. Next, we work with you on a broader range of financial planning issues including insurance coverage, developing a plan of care, estate planning, and tax planning.