Welch Investment Group, LLC | 313 NW A Street, Grants Pass Oregon 97526 | 541.474.6616 | firstname.lastname@example.org
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.
Investment Adviser Representative
B.S., Business Administration and Marketing - University of Oregon
Certificate of Financial Planning -University of California, Los Angeles
Sean Ealy, CFA
B.S., Business Administration - University of Oregon
M.B.A. - Portland State University
J. Steven Welch, CPA, PFSInvestment Adviser Representative, Retired Founding PartnerB.A., Economics - University of California, Santa BarbaraM.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