Welch Investment Group, LLC | 313 NW A Street, Grants Pass Oregon 97526 | 541.474.6616 | info@welchig.com

We are an independent investment adviser established in 1996.  We are a Registered Investment Adviser and act as a fiduciary to all clients.

  • We believe in transparency and conflict-free client relationships.
  • We consider ourselves bound ethically to act in the best interest of our clients.
  • We thrive on helping clients meet their unique needs and goals. 

The principal advisers are:

 

ADDITIONAL INFORMATION ABOUT WELCH INVESTMENT GROUP, LLC IS ALSO AVAILABLE AT THE SEC'S WEBSITE WWW.ADVISERINFO.SEC.GOV.

J. Steven Welch, CPA

Investment Adviser Representative

B.A., Economics - University of California at Santa Barbara

M.B.A., Accounting - University of California at Berkeley

 

Josh Welch

Investment Adviser Representative

B.S., Business Administration and Marketing - University of Oregon

Certificate of Financial Planning -University of California at

Los Angeles

 

Sean Ealy, CFA

Investment Adviser Representative

B.S., Business Administration - University of Oregon

M.B.A. - Portland State University