About Us

Enriching the lives of our clients by putting their interests first.

At The Welch Group, we offer fee-only financial planning to young professionals, families, and retirees. Our service model allows us to offer both wealth management services and also high-touch family-office services to well-qualified families. We work comprehensively with our clients to ensure no stone is left unturned when it comes to planning for their financial future.

Our Firm Mission

We are more than just a wealth management firm. Through our services, we help enrich the lives of our clients, their families, and the community around us. As a fee-only firm, we aren’t focused on sales or proprietary products. Instead, we offer detailed consulting for our clients and answer any questions they have.

We build long-term relationships with our clients, and our culture is built on respect and appreciation for each other. These thoughtful, impactful relationships are what drive our firm.

Financial Advocates

First and foremost, we are our clients’ financial advocate. Our goal is to organize and simplify their finances so they can enjoy their wealth now and in the future. We work with clients at all stages of their financial lives, from helping young professionals accumulate wealth, to assisting retirees with financial management, to preserving wealth and sustaining cash flow for high-net-worth families and individuals.

Fee-Only Financial Planning

Fee-only means our earnings are not tied to commissions or selling investment products for a larger company. We are not investment brokers; we are fiduciaries. This means our mission—and our promise—is that everything we do is in the best interest of our clients. Always.

Values

Our values are essential to defining who we are as a firm, the principles we adhere to, and the service we provide in each client relationship. One of our most defining values is our team approach to serving our clients, which we believe delivers the best results in the present, the future, and beyond.

Personalized Teams

Our teams are handpicked for each client based on their needs, personality, and case complexity. And while each client works closely with their team, they are part of the larger Welch Group family with access to all our resources and knowledge.

Employee Owned

We are 100% employee owned. Not only does this give each of our employees a personal stake in our company’s success, but it helps to ensures a seamless succession of leadership for generations to come.

What to Expect From a Financial Advisor

Not all financial advisors are created equal. To help you find the right advisor for your needs, here are some questions you should ask them:

Are you a fiduciary 100% of the time?

Acting under a fiduciary standard is the highest level of responsibility under the law, and at The Welch Group, we are operate under a fiduciary standard 100% of the time and with regard to all financial advice and investment recommendations.

How do you get paid when I work with you?

This is an important question because advisors can get paid in a number of ways, including commission-only (they receive a commission for selling you a product), fee-only (they charge you a flat fee for wealth management, which is generally a percentage of the assets under management), or a combination of the two. We are fee-only advisors.

What industry credentials do you have?

Understanding how much education and experience your advisor has is important when looking at what they can do for you. At our firm, your team will include a handpicked group of professionals with certifications including CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®), Accredited Estate Planner, Juris Doctorate (JD), Certified Public Accountant (CPA), Chartered Financial Analyst® (CFA), and more.

How do you work with clients?

Before you hire an advisor, both of you need to be clear on what to expect, including the scope of services, how often you’ll be in contact, and who your team will be. Don’t choose a financial planner until you are perfectly clear about what your working relationship entails.

Have you been disciplined within your industry?

The vast majority of advisors work diligently on behalf of their clients, but there are a few bad apples. This is a tough question, but ask it anyway. You can also do a preliminary check at BrokerCheck (for brokers) or AdvisorInfo.SEC.gov (for RIAs).

Certified Financial Planner™ practitioner (CFP®)
Certified Public Accountant (CPA)
Accredited Estate Planner (AEP)
Chartered Financial Analyst® (CFA)
Juris Doctorate (JD)
Individuals with Master’s Degrees in Business Administration (MBA)

Meet Our Team

The Welch Group Foundation

A large part of our story also involves giving back. Through The Welch Group Foundation, we work to provide support to local charitable organizations through donation, sponsorship, and volunteer service. You can read more about our efforts on The Welch Group Foundation page.

Learn More About The Foundation