Welch Group

Welch Group is a fee-only financial planning firm that offers comprehensive services to young professionals, families, and retirees. The firm's mission is to enrich the lives of clients, their families, and the community through fee-only consulting and long-term relationships built on respect. As a fiduciary, Welch Group ensures all financial advice and investment recommendations are in the best interest of clients. The firm has a team approach to serving clients with personalized teams handpicked for each client based on their needs, personality, and case complexity. The firm is 100% employee-owned and offers various industry credentials including CFP, CPA, CFA, JD, and AEP. Welch Group also supports local charitable organizations through The Welch Group Foundation.

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Recent Articles

  • Navigating the World of 'Spaving': Saving Money Through Strategic Spending

    Navigating the World of 'Spaving': Saving Money Through Strategic Spending

    Broke On: Wednesday, 12 June 2024 Explore the concept of 'Spaving' - spending that leads to savings. While retail promotions can result in genuine savings, they often lead to unnecessary expenses. Learn effective strategies like budgeting, shopping with a list, evaluating real savings, and reducing marketing exposure to save without overspending.