The Welch Group, LLC was founded in 1984 as a way for Stewart H. Welch, III to serve the needs of the Birmingham community. As he began helping clients prepare for a secure financial future, he quickly realized a need for financial advice from an impartial, trustworthy source. The Welch Group was one of the first firms to offer fee-only investment management and financial planning services for clients.
As a fee-only wealth management firm, The Welch Group provides investment management and financial planning services to help clients control their financial future and retirement. We believe success is achieved through a personalized team approach and offer two service models to help meet our client's financial goals. Our Limited Family Office provides comprehensive wealth management services concentrated around financial planning, charitable and tax planning, estate planning, and generational planning. Our Wealth Management model provides investment portfolio management, cash flow analysis, estate, tax, and retirement planning services.
Company Details
- Employees
- 64
- Founded
- -
- Address
- 3940 Montclair Rd, Birmingham,alabama,united States
- Phone
- 205-879-5001
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- welchgroup.com
- HQ
- Birmingham, Alabama
The Welch Group Questions
The Welch Group's helpline number is 205-879-5001
The Welch Group's website is welchgroup.com
The Welch Group's LinkedIn profile is https://www.linkedin.com/company/the-welch-group-llc
The Welch Group has
64 employees.
View email and phone details for 64
employees at The Welch Group.
The Welch Group's industry is
Financial Services
The Welch Group's top competitors are
Waverly Advisors, Llc,
Porter White & Company,
Bcr® Wealth Strategies,
Arlington Capital Advisors,
Vulcan Value Partners,
Savant Wealth Management,
Rfg Advisory,
Oakworth Capital Bank,
Brasfield & Gorrie, Llc,
Founders Advisors.
The Welch Group's categories are Financial Services
The Welch Group's founding year is 1984
