Welch Financial Investments, LLC

The firm provides comprehensive financial advisory and investment supervisory services to individuals, high‑net‑worth individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. Services include investment selection and ongoing performance monitoring, financial planning/wealth management, and participation in an asset‑allocation Advisor Services program offered through an independent manager.

The firm typically implements diversified portfolios using mutual funds and ETFs guided by Modern Portfolio Theory and fundamental analysis, with a generally long‑term orientation and periodic client reviews. For accounts enrolled in the Advisor Services program the firm relies on a third‑party manager for portfolio management, trade processing and back‑office support while retaining responsibility for client communication, investment policy oversight, and monitoring.

Noteworthy features include an affiliation with an accounting practice: the firm’s principal is a certified public accountant who devotes a substantial portion of professional time to the accounting business and maintains reciprocal referral arrangements between the advisory and accounting firms. The firm manages approximately $9.6 million across about 20 client relationships, discloses vendor risks such as the use of service providers with artificial intelligence components, and reports no reportable disciplinary events in the past ten years.