The Welch Group Email Format
Financial ServicesAlabama, United States51-200 Employees
The Welch Group, LLC is a financial services firm that provides wealth management services on a fee-only basis. The firm offers investment management and financial planning to help clients manage their financial futures, with two service models: a Limited Family Office option focused on comprehensive wealth planning including financial planning, charitable and tax planning, estate planning, and generational planning; and a Wealth Management model focused on investment portfolio management, cash flow analysis, estate, tax, and retirement planning. The company is based in Birmingham, Alabama, at 3940 Montclair Road, United States. It was founded in 1984 by Stewart H. Welch III to serve the Birmingham community and to provide impartial financial advice, making it one of the early fee-only advisory firms. The Welch Group employs between 51 and 200 people. The Welch Group maintains an online presence at welchgroup.com.