• 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 he 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 first firms in the country to offer fee-only investment management and financial planning services for clients.
We provide expertise in helping you manage, protect and transfer your wealth to future generations. With over 100 years of combined financial experience, our advisors’ goal is to make your life simpler and to allow you to more fully enjoy life’s journey.