For fee-only investing and advice with no minimum, visit our sister firm, Welch Investments.
Hugh Smith brings more than twenty-seven years of business experience to The Welch Group. Hugh is an owner in the firm and serves as Chief Investment Officer. He is also the Chairman of the Investment Committee. He specializes in the area of equity and fixed income investment research, portfolio management, and income tax planning. Hugh developed the analysis tools the firm uses to perform its wealth management services, including the firm’s proprietary wealth management index. Hugh also partnered with the Founder and the Investment Committee to develop the firm’s proprietary dividend stock portfolio, tactical investment strategy, and fundamental index equity portfolio.
Prior to joining the The Welch Group, Hugh was the Chief Financial Officer and part-owner of a closely-held business for five years. Prior to that, he worked in the Birmingham office of Arthur Andersen for nine years. Hugh received his degree in accounting from The University of Alabama in 1987.
Hugh has been quoted in top financial periodicals such as Kiplinger’s Personal Finance, Wall Street Journal, and Money Magazine, and has appeared on local Fox 6 News. In 2012, 2013, 2014, and 2015, Medical Economics named him as one of the top financial advisors for doctors.
Hugh holds the Certified Financial Planner™ certification, is a CPA (Certified Public Accountant), and CFA® charterholder (Chartered Financial Analyst®). He is a member of the CFA Institute, the CFA Society of Alabama, the American Institute of Certified Public Accountants, the North Alabama Chapter of the Financial Planning Association, and the Birmingham Estate Planning Council. Hugh is an Eagle Scout and serves on the Troop Committee for BSA Troop 28.
When not working or reading financial news, Hugh enjoys time with his family and outdoor activities.