What departments does The Welch Group have?

The Welch Group has employees across 7 departments including Marketing, Program & Project Management, Information Technology, Finance, Consultant.

What is the largest department at The Welch Group?

The largest department at The Welch Group is Finance with 4 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
87

United States Of America
87

Europe
3

Ukraine
3

Oceania
1

New Zealand
1

The Welch Group's Leadership

M. W.
President And Ceo
Mobile Phone
Email
M. W.
President Of Welch Group Llc
Mobile Phone
Email
B. W.
President
Mobile Phone
Email
B. W.
Founder
Mobile Phone
Email
S. W.
Owner And Principal
Mobile Phone
Email
M. W.
Owner
Mobile Phone
Email
K. R.
Partner
Mobile Phone
Email
J. W.
Vice President
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

J. B.
Network Manager
Mobile Phone
Email
Oct 22, 2024
R. B.
Financial Documents Manager
Mobile Phone
Email
UNITED STATES
Sep 06, 2023
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
M. G.
Financial Planning Intern
Mobile Phone
Email
United StatesTennessee
Jan 14, 2026
M. W.
Consultant & Trainer
Mobile Phone
Email
United StatesVirginia
Apr 16, 2026
B. V.
Licensed Insurance Agent
Mobile Phone
Email
United StatesVirginia
Oct 19, 2025
D. W. A.
Insurance Professional
Mobile Phone
Email
United StatesFlorida
Jun 01, 2026
A. W.
Administrator
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is The Welch Group known for?

The Welch Group was founded in 1984 operates in the Financial Services industry. The company's main headquarters is located in 3940 Montclair Road Birmingham, Alabama United States; 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 June 2026. These team members are located across 3 continents, including North AmericaEuropeOceania.

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

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

President And Ceo: M. W.
President Of Welch Group Llc: M. W.
President: B. W.
Founder: B. W.
Owner And Principal: S. W.

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The Welch Group Employee Directory

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