Enriching the lives of others- our clients, colleagues, and community

We've always been much more than just a financial advising firm. "My vision when starting the firm was to create a lasting impact by not only affecting the individuals we serve but also building on their legacy for future generations."- Stewart Welch lll

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Serving Retirees & Young Professionals

Investment management and financial planning services for clients in Birmingham, Alabama, and across the U.S.

Our culture is built on an appreciation for each other and advising our clients in the best possible way through thoughtful, impactful relationships.

How We Serve

Our team is dedicated to our clients’ success.

We offer more than just financial advice. We offer a commitment to competence, communication and community.

Meet Our Team

Our Process

When we work with clients, we delve deep into their financial picture to ensure no stone is left unturned. Our comprehensive process is catered to you.

Our Process

Commitment to Competence

As fee-only advisors, we always have your best interest in mind. We aren't motivated by sales, commissions, or proprietary products. We also believe in continuing education for our teams and are always learning more to better serve our clients.

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Community

We became financial advisors to give back to our clients and we also enjoy giving back to our community. Read more about how we are making a change.

Our Foundation

Retirees & Young Professionals

Financial Planning for Retirees & Young Professionals

Investment management and financial planning services for clients in Birmingham, Alabama, and across the U.S.

Our culture is built on an appreciation for each other and advising our clients in the best possible way through thoughtful, impactful relationships.

Who We Serve

Young Professionals

Financial Planning for Growing Families

Daniel was happily married with two young children and doing well at his firm. He and his wife were saving monthly, but was that enough? What about insurance? What about college savings plans? He wanted to be as prepared as possible for whatever the future held. He also wanted to make sure his wife and children were protected if something unexpected happened.

Saving is a great start, but it’s never too early to connect with a financial advocate like The Welch Group for trustworthy advice about protecting your family and planning for the future. Want to get started now? Let’s talk.

Who We Serve

Our Thoughts

Our goal is to help families across Alabama and beyond become financially literate and empowered to take control of their finances. Check out our blog for more wealth management tips and information.

January 31, 2023

Enriching the lives of others- our clients, colleagues, and community

Serving Retirees & Young Professionals

Investment management and financial planning services for clients in Birmingham, Alabama, and across the U.S.

Our team is dedicated to our clients’ success.

Our Process

Commitment to Competence

Community

Financial Planning for Retirees & Young Professionals

Financial Planning for Growing Families

Our Thoughts

Significant Changes to 529 Educational Savings Plans

Understanding Secure Act 2.0

Your Guide to Social Security and How it Fits in Your Plan

Let’s Start a Conversation!

Enriching the lives of others- our clients, colleagues, and community

Serving Retirees & Young Professionals

Investment management and financial planning services for clients in Birmingham, Alabama, and across the U.S.

Our team is dedicated to our clients’ success.

Our Process

Commitment to Competence

Community

Financial Planning for Retirees & Young Professionals

Financial Planning for Growing Families

Our Thoughts

Significant Changes to 529 Educational Savings Plans

Understanding Secure Act 2.0

Your Guide to Social Security and How it Fits in Your Plan

Planning For Your Tomorrow. Today.

Let’s Start a Conversation!