Bob Walsh


Wealthcare Financial Planning

Financial Advisor

Bob Walsh


Wealthcare Financial Planning

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Bob Walsh, CFP®


    Fee-Only Financial Planner serving the Washington DC area and women planning their retirement

    Bob Walsh is a Cabin John, MD fee-only financial planner. Wealthcare Financial Planning provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Bob Walsh is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

    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.

    Personal Background

    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.

    Bob Walsh is a Member of the National Association of Personal Financial Advisors

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

    NAPFA members live by three important values:

    • To be the beacon for independent, objective financial advice for individuals and families.
    • To be the champion of financial services delivered in the public interest.
    • To be the standard bearer for the emerging profession of financial planning

    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.

    Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.


    • Comprehensive Financial Planning
    • Retirement Income Planning
    • Investment Management
    • College Education Planning
    • Tax Planning

    Ideal Clients

    • Retirees and Near Retirees
    • Growing Families
    • Business Owners and Executives
    • Sudden Money Situations
    • Novice Investors

    Working Together

    • In-Office Meetings
    • Virtual Meetings
    • Clearly Defined Fees
    • No Product Sales
    • Complimentary Initial Consultation

    Professional Designations & Affiliations

    • National Association of Personal Financial Advisors (NAPFA)
      Bob Walsh is a NAPFA-Registered Financial Advisor

      The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

    • Certified Financial Planner (CFP)
      Bob Walsh is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

      CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

    Contact Bob Walsh

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    Office Locations:

    • 6407 81st St
      Cabin John, MD 20818

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