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.
View Top Employees from The Welch GroupWebsite | https://www.welchgroup.com |
Revenue | $13 million |
Funding | $350000 |
Employees | 51 (51 on RocketReach) |
Founded | 1984 |
Address | 3940 Montclair Rd, Birmingham, Alabama, US |
Phone | (205) 879-5001 |
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Industry | Financial Services, Finance General, Finance |
Web Rank | 9 Million |
Keywords | 12052238075 Birmingham Alamba Advisor Alfonso, Mountain Brook Stewart H. Welch, Iii, Last Will And Testament Horror Stories |
Competitors | CI RegentAtlantic Private Wealth, Francis Financial, Inc., HFG Wealth Management, Janiczek Wealth Management, Wealth Management, Inc. |
SIC | SIC Code 8721 Companies, SIC Code 872 Companies, SIC Code 73 Companies, SIC Code 87 Companies |
NAICS | NAICS Code 54 Companies, NAICS Code 54121 Companies, NAICS Code 5412 Companies, NAICS Code 541 Companies |
Looking for a particular The Welch Group employee's phone or email?
The The Welch Group annual revenue was $13 million in 2024.
Stewart Welch is the Founder and Senior Member of The Welch Group.
51 people are employed at The Welch Group.
The Welch Group is based in Birmingham, Alabama.
The NAICS codes for The Welch Group are [54, 54121, 5412, 541].
The SIC codes for The Welch Group are [8721, 872, 73, 87].