Guide > Audit & Consulting in Alabama > Audit & Consulting in Birmingham > The Welch Group: Stewart H. Welch III, AEP, CFP
The Welch Group: Stewart H. Welch III, AEP, CFP
3940 Montclair Road, Birmingham, AL 35213
Location & Phone number
3940 Montclair Rd, Birmingham, AL 35213, United States
About the Business
The Welch Group, led by Stewart H. Welch III, AEP, CFP, is a finance institution located at 3940 Montclair Road in Birmingham, Alabama, United States. Founded in 1984, the firm specializes in providing fee-only Wealth Management services to affluent individuals, healthcare professionals, business owners, and retirees across the country. The core principle of the Welch Group is fiduciary responsibility, ensuring that all interactions with clients are based on trust and transparency.
Stewart H. Welch III is a Certified Financial Planner™ practitioner and Accredited Estate Planner, with a Bachelor of Science degree in Marketing from The University of Alabama. He is actively involved in various professional affiliations, including the Certified Financial Planner Board of Standards Inc and the Birmingham Estate Planning Council. In addition to his professional commitments, Mr. Welch is dedicated to community involvement, serving as Mayor for the City of Mountain Brook since 2016.
Mr. Welch is also a prolific author, with several published books on estate planning, retirement, and personal finance. His expertise has been featured in national print media such as Fortune and Money Magazine, as well as on television networks like CNN and CNBC. Locally, he has been a financial expert on WBRC Fox 6's Money Tuesday segment for over 15 years.
The Welch Group is committed to helping families develop a legacy strategic plan that empowers future generations to thrive in their families and communities. With a focus on personalized, fee-only financial planning services, the firm caters to clients both locally and nationwide from its headquarters in Birmingham, Alabama.
Photos
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
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