Wealthcare Financial Planning
Fee-Only Financial Planner serving the Washington DC area and women planning their retirement
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.
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
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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.
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
6407 81st St
Cabin John, MD 20818