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Stewart
H. Welch, III, CFP, AEP, has
been in the financial services industry since 1973 and founded his own
company in 1984. THE WELCH GROUP, LLC provides "fee-only"
Wealth Management services to a national clientele, focusing on
retirement planning, estate planning, and investment management for high
net worth families.
Stewart
has been named by Money, Worth
and Medical Economics as one of the nation’s Best financial advisers.
Stewart is quoted widely and has appeared in national media
outlets such as CNBC and the Fox News Network, Fortune,
The Wall Street Journal, Money
and The New York Times.
Locally, Mr. Welch’s financial column “Financial Insights” appears
every Tuesday in the Birmingham
Post Herald. He has authored two books for Simon & Schuster
titled Ten Minute Guide to Personal Finance for Newlyweds and JK
Lasser’s Estate Planning for Baby Boomer’s and Retirees.
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