The Welch Group
Financial Services • 
Mountain Brook, Alabama, United States • 51-100 Employees
Company overview
| Headquarters | Mountain Brook, Alabama, United States |
| Phone number | +12058795001 |
| Website | |
| NAICS | 52 |
| SIC | 8721 |
| Keywords | Investment Management, Financial Planning, Wealth Management, Fee Only, Legacy Planning |
| Founded | 1984 |
| Employees | 51-100 |
| Socials |
Key Contacts at The Welch Group
Stewart Welch
Founder & Senior Member
Callie Waldrop
Principal And Director Of Education
Matthew Welch
Owner
Stuart Welch
Founder
The Welch Group Email Formats
The Welch Group uses 3 email formats. The most common is {first initial} (e.g., j@welchgroup.com), used 81.8% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@welchgroup.com | 84.8% |
{first name} | john@welchgroup.com | 15.2% |
About The Welch Group
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 a need for financial advice from an impartial, trustworthy source. The Welch Group was one of the first firms to offer fee-only investment management and financial planning services for clients. As a fee-only wealth management firm, The Welch Group provides investment management and financial planning services to help clients control their financial future and retirement. We believe success is achieved through a personalized team approach and offer two service models to help meet our client's financial goals. Our Limited Family Office provides comprehensive wealth management services concentrated around financial planning, charitable and tax planning, estate planning, and generational planning. Our Wealth Management model provides investment portfolio management, cash flow analysis, estate, tax, and retirement planning services.
The Welch Group revenue & valuation
| Annual revenue | $21,600,000 |
| Revenue per employee | $338,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $69,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
The Welch Group has 31 employees across 7 departments.
Departments
Number of employees
Funding Data
The Welch Group has never raised funding before.
The Welch Group Tech Stack
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Frequently asked questions
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