The Welch Group Employee Directory

Financial ServicesUnited States51-200 Employees

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.

Find The Welch Group employees' phone numbers or email addresses

The Welch Group Global Highlights

North America
81

United States Of America
81

Europe
3

Ukraine
3

Oceania
1

New Zealand
1

The Welch Group's Leadership

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

The Welch Group Employee Metrics

100%

50%

0%

2025

2024

Finance
Information Technology
Operations
Real Estate
Arts & Design
Other
Marketing
Analytics
Administrative

Contact profiles from The Welch Group

Name

Title

Contact Info

Location

Last Update

J. K.
Advisor
Mobile Phone
Email
Oct 21, 2024
K. W.
Realtor
Mobile Phone
Email
UNITED STATES
Oct 23, 2024
M. I.
Associate Advisor
Mobile Phone
Email
Oct 23, 2024
J. M.
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
M. L.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
P. H.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
S. J.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023

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 Rd, Birmingham, Alabama, US; 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 64 employees as of October 2025. These team members are located across 3 continents, including North AmericaEuropeOceania.

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

As of October 2025, The Welch Group's key employees include:

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

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