For fee-only investing and advice with no minimum, visit our sister firm, Welch Investments.
Stewart H. Welch, III founded his company in 1984, and is the managing member of The Welch Group, which specializes in providing fee-only Wealth Management services to affluent healthcare professionals and retirees throughout the United States. He is also a member of the Investment Committee.
Money, Worth and Mutual Funds Magazine named him as one of the top financial advisors in the United States. Medical Economics named him as one of the 2012 and 2013 top financial advisors for doctors, and in 2014, Dental Practice Management Magazine named him as one of the top financial advisors for dentists. In addition, Bloomberg Wealth Manager has named The Welch Group, LLC one of the 150 top Wealth Management firms in the country.
Mr. Welch has co-authored four books: “The Complete Idiot’s Guide To Getting Rich” (Alpha Books, NY, NY); “J.K. Lasser’s New Rules for Estate and Tax Planning” (John Wiley & Sons, Inc., NY, NY); “J.K. Lasser’s Estate Planning for Baby Boomers and Retirees” (Macmillan, USA); and “10 Minute Guide to Personal Finances for Newlyweds” (Macmillan/Spectrum). In addition, Mr. Welch is a financial columnist for The Birmingham News. He has also appeared on various TV and radio shows including CNN (NY), Fox News Network (NY), CNBC (NJ), and is often quoted in national press including The Wall Street Journal, Fortune, Money and TheStreet.com.
A Certified Financial Planner™ practitioner since 1983, Mr. Welch is a past member of the Board of Directors for the Certified Financial Planner Board of Standards Inc. He also has served on the Charles Schwab & Co., Inc. Institutional Advisory Board and as president of the Birmingham Estate Planning Council.