The Welch Group

A Firm Foundation

The Welch Group, LLC was founded in 1984 as a way for Stewart H. Welch, III to serve the needs of his Birmingham, Alabama community. As he assisted his clients in ensuring their financial future, he saw the need and importance for impartial financial advice from a trusted authority. The Welch Group was one of the first firms in the country to provide fee-only investment management and financial planning services for clients.

Stewart H. Welch, III
Welch Group Building

Growing Deep and Wide

The growth that we have seen has been a direct result of our approach – assembling experts with profound understanding of investments, estate planning, insurance, tax planning, wealth protection, and cash management. Our team consists of specialists for every aspect of your financial life, so we are able to serve you with expert advice and concierge care.

Welch Group Honors and Recognition

While our greatest honors and awards are the appreciations of our clients and their continued financial success, we have also been recognized for our service by outside parties.

Clients Have Confidence in Our Approach

  • Confidentiality – We understand that your finances are one of the most intimate details of your life, so we strive to provide a friendly and confidential environment where your concerns are not shared outside your trusted team.
  • Impartial Advice – We value the trust you put in us. As fiduciaries, it is our moral and legal obligation to act at all times in your best interest.
  • Team Approach – Our team relies on their decades of experience and independent and objective perspective to proactively coordinate the intricacies of your financial world, giving you peace of mind. Our breadth of experience is witnessed by our various certifications – Certified Financial Planner (CFP®) certificants, Chartered Financial Analyst (CFA®) charterholders, Accredited Estate Planners® (AEP®), and Certified Public Accountants (CPA) – as well as the range of our advanced degrees in business (MBA), law (JD) and financial planning (MA).
  • Communication – We understand that proactive dialogue with our clients is the first key to successful outcomes, and conference and collaboration among your other professional advisors is the second. Understanding your life vision and how it changes over time informs us of where you want to go. Bringing everyone together to share their specific expertise allows us to design and implement plans to help you get there. Our continued communication with you keeps you fully informed and confident that we understand your world and are attending to its details and challenges.
  • Solutions – We focus on our clients’ most important financial concerns and produce practical, cost-efficient solutions. We are able to do this by keeping up-to-date on the complexities of the financial world and understanding their family goals, estate plans, income tax preparations, insurance needs, business interest, investments and day-to-day issues.

Mass Financial Literacy as a Core Value

While we understand our primary responsibility is to our clients, we also see the importance of promoting basic financial literacy and serving the local community.

Our members have enjoyed the privilege of providing a weekly column to the Birmingham News since 1980 (and archived here). They have also been a resource to local, regional and national news organizations, including a recurring segment on FOX 6 Birmingham. Members have published books on personal finance, wealth accumulation, debt reduction, and estate planning.

We utilize opportunities like the Alabama Money Expo and speaking to local community groups to further spread the knowledge of how money can be made, saved, invested, donated, and used.

Set Up An Initial Consultation

What we do is help clients solve problems, get organized and create lasting wealth. We want to get to know you and you to get to know us before we enter into a client relationship.

To that end we offer an initial consultation (often two meetings) without charge. The purpose of the visit(s) is to better understand your concerns and circumstances and how we may best serve you. To set up your initial visit, call Greg Weyandt at 205-879-5001 or fill out the form below and he will contact you.

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Greg Weyandt

All initial consultations are scheduled by Member and Director of Operations Greg Weyandt, CPA, MPA. After getting a better understanding of your situation, Greg will be able to pair you with the best team of advisors for your unique situation.

Offices of the Welch Group

Initial consultation meetings may be held at our offices in Birmingham suburb Mountain Brook, Alabama.