The Welch Group, LLC was founded in 1984 as a way for Stewart H. Welch, III to serve the needs of the Birmingham community. As Stewart began helping clients prepare for a secure financial future, he quickly realized there was a need for financial advice from an impartial, trustworthy source. The Welch Group was one of the early pioneers to offer fee-only investment management and financial planning services for clients. What began as a vision of service to a local community grew into a firm serving clients across the United States.
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 with no asset minimum and also high-touch family-office services to well-qualified families. We work comprehensively with our clients to help 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.