The Welch Group, LLC is an independent, fee-only wealth management firm headquartered in Birmingham, Alabama. Founded in 1983 by Stewart Welch, III, the firm operates as a fiduciary, committed to providing objective financial planning and investment management services. They focus on developing personalized, long-term financial strategies for their clients, covering areas such as retirement planning, investment portfolio management, estate planning, and tax strategies. Their mission is to help clients achieve their financial goals and simplify their financial lives through professional guidance and disciplined investment principles.

Founded in

United States