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The Welch Group LLC

EST. AUM
$3,682,452,369

CONTACTS
7

CLIENT ACCOUNTS
4,528

Firm Details

Metro area Birmingham
CRD Number 111273
Website welchgroup.com
Client types

Overview

The Welch Group, LLC was established in 1984 by Stewart H. Welch, III to address the financial needs of the Birmingham community. Recognizing the demand for impartial and trustworthy financial advice, the firm became one of the pioneers in the nation to offer fee-only investment management and financial planning services. With a focus on managing, protecting, and transferring wealth to future generations, the advisors at The Welch Group leverage over 100 years of combined financial experience to simplify clients' lives and enhance their enjoyment of life's journey.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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