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 in offering clients fee-only investment management and financial planning services. 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 unique approach allows us to provide wealth management services to professionals and retirees and high-touch family-office services to well-qualified families. We work comprehensively with our clients, helping to ensure no stone is left unturned when planning for their financial future.
Our Firm Mission
We are more than just a wealth management firm. Our mission is to transform how clients experience wealth management and enrich their lives by easing the complexities and stresses that come with it. We strive to help clients identify, pursue, and achieve their financial goals with confidence. Our dedicated team of advisors is committed to guiding each client relationship with care and expertise, helping them navigate every step of their financial journey. We specialize in crafting personalized strategies tailored to each client’s unique circumstances and aspirations, no matter their stage of life.