What departments does The Welch Group have?

The Welch Group has employees across 3 departments including Consultant, Finance, Banking.

What is the largest department at The Welch Group?

The largest department at The Welch Group is Consultant with 2 employees.

Where are The Welch Group employees located globally?

The Welch Group has employees across 3 continents and 3 countries including Ukraine, United States Of America, New Zealand.

How has The Welch Group's team size changed over time?

The Welch Group's team has decreased from approximately 89 to 45 employees based on available data.

The Welch Group Employee Directory

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.

The Welch Group Global Highlights

North America
95

United States Of America
95

Europe
3

Ukraine
3

Oceania
1

New Zealand
1

The Welch Group's Leadership

K. R.
Partner
Mobile Phone
Email
J. B.
Network Manager
Mobile Phone
Email
B. M.
Member & Senior Advisor
Mobile Phone
Email
C. W.
Senior Advisor
Mobile Phone
Email
F. H.
Member And Senior Financial Advisor
Mobile Phone
Email
A. W.
Administrator
Mobile Phone
Email
I. B.
Financial Advisor
Mobile Phone
Email
J. K.
Advisor
Mobile Phone
Email

The Welch Group Employee Metrics

100%

50%

0%

2026

2025

Finance
Information Technology
Operations
Real Estate
Arts & Design
Other
Marketing
Analytics
Administrative
Banking
Business
Consultant
Entrepreneurship

Contact profiles from The Welch Group

Name

Title

Contact Info

Location

Last Update

K. R.
Partner
Mobile Phone
Email
Jun 08, 2026
J. B.
Network Manager
Mobile Phone
Email
Oct 22, 2024
B. M.
Member & Senior Advisor
Mobile Phone
Email
Jun 08, 2026
C. W.
Senior Advisor
Mobile Phone
Email
Jun 03, 2026
F. H.
Member And Senior Financial Advisor
Mobile Phone
Email
May 21, 2026
A. W.
Administrator
Mobile Phone
Email
Oct 22, 2024
I. B.
Financial Advisor
Mobile Phone
Email
Jun 08, 2026
J. K.
Advisor
Mobile Phone
Email
Oct 21, 2024
M. I.
Associate Advisor
Mobile Phone
Email
Oct 23, 2024
T. F.
Transaction Agent
Mobile Phone
Email
Oct 21, 2024

Frequently Asked Questions

What is The Welch Group known for?

The Welch Group was founded in 1984 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-205-879-****

. Explore The Welch Group's company overview page for more information.

What is The Welch Group's most common email format?

The Welch Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more The Welch Group email formats with LeadIQ.

How many employees does The Welch Group have currently?

The Welch Group has approximately 70 employees as of July 2026. These team members are located across 3 continents, including North AmericaEuropeOceania.

Who are The Welch Group's key employees and leadership?

As of July 2026, The Welch Group's key employees include:

Partner: K. R.
Network Manager: J. B.
Member & Senior Advisor: B. M.
Senior Advisor: C. W.
Member And Senior Financial Advisor: F. H.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

The Welch Group Employee Directory

Find The Welch Group employees' phone numbers or email addresses

Name search is limited — try advanced search instead