For fee-only financial planning advice with decades of experience, visit our sister firm, The Welch Group.

Welch Investments

Set Up An Initial Consultation

What we do is help clients solve problems, get organized and create lasting wealth. We want to get to know you and you to get to know us before we enter into a client relationship.

To that end we offer an initial consultation (often two meetings) without charge. The purpose of the visit(s) is to better understand your concerns and circumstances and how we may best serve you. To set up your initial visit, call Greg Weyandt at 205-879-5001 or fill out the form below and he will contact you.

All initial consultations are scheduled by Member and Director of Operations Greg Weyandt, CPA, MPA. After getting a better understanding of your situation, Greg will be able to pair you with the best team of advisors for your unique situation.

The Welch Group, LLC,
3940 Montclair Road,
Fifth Floor,
Birmingham, Al 35213
Phone 205.879.5001 and Toll Free 800.709.7100