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

Thank you for being a part of our story.

As we celebrate our 40th anniversary, we take a moment to reflect on our journey. Since Stewart H. Welch III founded our firm in 1984, our mission has been to enrich the lives of others. Through every achievement and challenge over the last four decades, this mission – to enrich the lives of others – has been at the center of who we are. We’re incredibly grateful to our clients, partners, and team members whose support has been instrumental to our success. Here’s to 40 years and many more ahead!

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

Financial Planning for Retirees

Plan now for the income you’ll need in retirement, and make sure your needs are met after your working days come to a close. By creating a solid strategy now, your later years can be more secure and all about living life to the fullest.

Families

Financial Planning for Growing Families

Raising a family is a tall order, but with the guidance of a financial advisor, you can navigate the challenges like a pro. Don’t let money be a stressor for your family. Establish a healthy financial situation that keeps your family financially stable all the way through to retirement.

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.

Planning For Your Tomorrow. Today.

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