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

Our firm was established in 1996 as a Registered Investment Advisor.  We embraced the Registered Investment Advisor service model because of it's independence, transparency, and the conflict-free client relationships that are established under fiduciary standards.  

 

 

 

The principal advisors are:

 

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

 

 

J. Steven Welch, CPA, PFS

Investment Advisor Representative

 

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

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

 

 

Josh Welch

Investment Advisor Representative

 

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

Certificate of Financial Planning -University of California at Los Angeles