The Welch Group: Michael Wagner, CPA, AEP, CFP

Services Offered

• Financial planning
• Investment management
• Retirement planning
• Estate planning

About

Michael Wagner is a financial advisor based in Birmingham, Alabama, providing comprehensive financial planning and advisory services. As a Certified Public Accountant (CPA), Accredited Estate Planner (AEP), and Certified Financial Planner (CFP), he specializes in retirement planning, investment management, and estate planning strategies. The Welch Group operates as a fee-only firm, ensuring that clients receive unbiased financial advice tailored to their individual needs. Michael serves a diverse clientele, including individuals and families seeking to achieve their financial goals and secure their financial future.

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