For fee-only investing and advice with no minimum, visit our sister firm, Welch Investments.
Michael Wagner has more than fifteen years of business experience in the accounting and financial fields. Michael earned his Bachelor’s degree in Accounting from The University of Alabama in 2000 and his Masters of Accountancy in 2001. Prior to joining The Welch Group, Michael worked as a Senior Consultant for a forensic accounting and valuation firm and also worked in the Assurance and Advisory practice for the Birmingham office of Ernst & Young, LLP.
Michael holds the Certified Financial Planner™ certification, and is a CPA (Certified Public Accountant). He currently serves as the Vice President of the Estate Planning Council of Birmingham, and is also a member of the Alabama Society of Certified Public Accountants, the American Institute of Certified Public Accountants, the North Alabama Chapter of the Financial Planning Association.