The Welch Group is a fee-only wealth management firm that provides investment management and financial planning services to clients in Birmingham, Alabama, and across the US. Serving families for over 35 years, we believe success is achieved through a personalized team experience and offer two service approaches to help clients attain their financial goals based on their unique situation.
Our Family Office Services approach offers comprehensive wealth management and planning assistance to qualified individuals and families. Our process is purposefully designed to address the sophisticated needs surrounding each client's complex case and deliver tailored strategies to help clients successfully pursue their life and retirement goals.
Our Wealth Management Services is a no minimum assets under management approach and provides clients with investment management and wealth management services. No matter where you are on your financial journey, we believe we can help you find success.