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.

Josh Welch

Investment Adviser Representative

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

Certificate of Financial Planning -University of California, Los Angeles

Sean Ealy, CFA

Investment Adviser Representative

B.S., Business Administration - University of Oregon

M.B.A. - Portland State University

J. Steven Welch, CPA, PFS
Investment Adviser Representative, Retired Founding Partner
B.A., Economics - University of California, Santa Barbara
M.B.A., Accounting - University of California, Berkeley

J. Steven Welch, CPA, PFS

Investment Adviser Representative, Retired Founding Partner

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

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