Updated September 15, 2023
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The Welch Group

Investment Advisor Firm
Total assets under management$2.5B
Years in business40+

About The Welch Group

The Welch Group originated as a vision to serve the Birmingham community's financial needs. Recognizing the demand for impartial and trustworthy financial advice, the firm became an early pioneer in offering fee-only investment management and financial planning services.

Today, The Welch Group extends its expertise nationwide, providing fee-only financial planning to young professionals, families, and retirees. Their unique service model encompasses both wealth management and high-touch family-office services, ensuring comprehensive financial planning.

Beyond traditional wealth management, The Welch Group is dedicated to enriching the lives of clients, their families, and the broader community. As a fee-only firm, they prioritize client interests over sales or proprietary products, offering detailed consulting and fostering long-term relationships built on respect and appreciation.

As financial advocates, their mission is to simplify and optimize clients' finances at every life stage, from wealth accumulation for young professionals to financial management for retirees and high-net-worth individuals. The firm's core values, including a team-oriented approach, define its commitment to clients, ensuring the best results for the present and future. Every client benefits from personalized teams selected based on individual needs and personalities.

Remarkably, The Welch Group is 100% employee-owned, guaranteeing continuity and personal investment in the firm's success. Their commitment extends to giving back through The Welch Group Foundation, supporting local charities through donations, sponsorships, and volunteerism.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Tax Planning
  2. Investment Strategies
  3. Estate Planning
  4. Banking
  5. Asset Protection

More about The Welch Group

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
11127322

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Pricing options

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Assets Under Management

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