World Investment Advisors
40yrs
Top 4% by experience in Maryland
11yrs
Robert Walsh
Financial advisor at Wealthcare
Robert Walsh has worked in the financial industry for 11 years and is a fiduciary financial advisor based in Cabin John, Maryland. Robert has been with Wealthcare since 2025. Robert holds the CFP® designation.
At a glance
Experience11 years (since 2015)
How that compares ?11 years in the industry
OfficeCabin John, MD
FirmWealthcare
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Wealthcare
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Nov 2025 – nowWealthcareCurrent firm
Contact Robert
(202) 810-1865Wealthcare main office Cabin John, MDOffice · Get directions Firm websiteHTTPS://WWW.WEALTHCAREFP.COMIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Robert
Tailored to Robert’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Robert
How do I contact Robert?
Call Wealthcare at (202) 810-1865 and ask for Robert Walsh. Robert works from the Cabin John, MD office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2015, about 11 years. 11 years in the industry.
What licenses does Robert hold?
Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Wealthcare reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.