The Welch Group: Stewart H. Welch III, AEP, CFP

Services Offered

• Wealth Management
• Financial Planning
• Investment Management

About

Stewart H. Welch III is a financial advisor based in Birmingham, Alabama, and the founder of The Welch Group, established in 1984. The firm specializes in providing fee-only wealth management services, focusing on fiduciary responsibility in all client interactions. They cater to affluent clients, including healthcare professionals, business owners, and retirees across the United States. As a Certified Financial Planner (CFP®) and Accredited Estate Planner (AEP), Stewart offers comprehensive financial planning and investment management tailored to individual client needs.

Reviews

Location

Business Information