Contact Us

You realize that securing your future is essential. And you’d probably like to leave a legacy for loved ones, too. At The Welch Group, we help clients solve problems, get organized, and create lasting wealth through trusted financial advising.

The first step in this process is for us to listen, ask questions, and clearly understand what you want to accomplish because everyone has a deeply personal idea about the legacy, they want to leave.

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

Let’s start a conversation.

We offer an initial consultation — typically two meetings — at no charge. The purpose of these meetings is to get to know you, to better understand your financial concerns and circumstances, and to find out how we can best serve you. To start a conversation, pick up the phone or send us a message. We look forward to hearing from you.