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Carol A

Series 65

Towson, MD

Wealthcare Capital Partners, LLC

Carol Ashmen is a financial advisor with Wealthcare Capital Partners, LLC, holding a Series 65 designation and bringing 37 years of industry experience. Her prior work includes long tenures at Atlantic Financial Services, Inc., Atlantic Securities Associates, Inc., and Atlantic Securities, Inc. She is also registered as an insurance agent and registered representative with M.S. Howells & Co, where she implements insurance recommendations. Wealthcare Capital Partners LLC provides investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm’s investment process is goals-based and incorporates a patented, web-based planning platform alongside evidence-based manager selection and behavioral-economics tools to align strategies with client preferences.

Private / alternative investments Real estate investing Tax-loss harvesting Executive Founder/Business Owner
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Craig F

Series 63

Towson, MD

Wealthcare Capital Partners, LLC

Craig Fischer is a financial advisor with Wealthcare Capital Partners, LLC and holds a Series 63 designation. He has 42 years of industry experience, including long tenures at Atlantic Financial Services, Inc. and its related entities. Outside of his advisory role, he is a licensed insurance agent and serves as a registered representative at M.S. Howells & Co. Wealthcare Capital Partners LLC provides investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a goals-based investment process utilizing a patented web-based planning platform alongside evidence-based manager selection and behavioral-economics tools to align strategies with client preferences.

Private / alternative investments Real estate investing Tax-loss harvesting Executive Founder/Business Owner
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