Overview

Welch Hornsby was founded in 1988 as a Registered Investment Advisor with the Securities and Exchange Commission. We are a regional, independent, fee-only investment advisor serving clients in 11 states. Our purpose is straightforward. Our mission is unwavering. Build and preserve the wealth of individuals, families, and institutional clients. For over 20 years our focused approach has served High Net Worth individuals and families, endowments, foundations, corporate and municipal retirement plans, and other institutional entities.

Our firm’s founders, strategists, and consultants average over 20 years experience and possess varied professional designations.

Welch Hornsby is an employee-owned company. Our investment in the long-term success of our clients is an investment in our own success. This vested connection aligns us with our mission of uncompromising commitment to serving our clients.