HQ Function

The headquarters serves as the primary center for The Welch Group's operations, including client consultations, financial planning strategy development, investment management, and administrative functions.

Notable Features:

Located in a professional office park, the headquarters is designed to offer a private and comfortable environment for client meetings and collaborative work among its team of advisors and support staff.

Work Culture:

The Welch Group fosters a client-centric, ethical, and collaborative work culture. Emphasis is placed on continuous learning, professional development, and upholding fiduciary standards to act in the best interests of their clients.

HQ Significance:

The Birmingham headquarters is significant as the foundational office of the firm, from which it has built its reputation for providing comprehensive and trusted financial advice in the Southeastern United States.

Values Reflected in HQ: The professional and accessible office space reflects the firm's values of integrity, expertise, and dedication to client service.

Location:

The Welch Group, LLC primarily focuses its operations and client services within the United States, with physical offices in Alabama. While they may manage globally diversified investment portfolios for their clients, their direct operational presence is domestic. They may serve U.S. clients living abroad or with international financial interests on a case-by-case basis.

Street Address:

3940 Montclair Road, Suite 100

City:

Birmingham

State/Province:

Alabama

Country:

USA