Our Services

Enriching the lives of our clients by focusing on what’s important to them.

A Team Approach

When you work with financial advisors, you’re trusting them with some of the most important aspects of your life: your family, your money, and your future. You need to have absolute confidence in their knowledge, expertise, and experience. And you expect them to be properly trained, credentialed, and certified.

As a client of The Welch Group, we strive to ensure your advisory team will be skilled, accomplished professionals with the proper education and certifications, as well as many years of experience and a commitment to continuing education above what is required.

Depending on your specific needs, your team will be comprised of a hand-picked group of professionals with certifications including:

  • 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)

Areas of Specialization

Retirement Planning . Business Planning . Tax Planning . Estate Planning . Charitable Planning . Education Planning . Stock Options . Investments . Healthcare . Social Security . Life Insurance . P & C Insurance . Long Term Care Insurance . Disability Insurance . Fraud/ID Theft Protection

Please Note: The scope of any financial planning and consulting services depends upon the terms of the engagement, and the specific requests and needs of the client. The Welch Group does not serve as a law firm, certified public accounting firm, nor an insurance agency. The Welch Group does not prepare legal documents or tax returns, nor does it sell insurance products.

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Investment Management

There is no one particular investment strategy that is appropriate for all investors. The optimal portfolio will depend on the amount and timing of cash flow needs, tax considerations, regulatory…

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Wealth Management

During our 35 years of serving clients in Birmingham, Alabama and beyond, we have developed a financial planning and wealth management toolset to help you plan for your future and…

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