Uncompromising Commitment

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Every member of the Welch Hornsby investment advisory team plays an integral role in our success. We work cohesively, exercising our various skills in research, strategy, consulting, client services, and administrative support. Our strength wholly lies in the sum of our parts. Our firm’s founders, strategists, and consultants average over 20 years of experience and possess CFA, CFP®, and CPA professional designations. Moreover, many of our team have become shareholders in our firm. That means we are fully vested in working towards our clients’ long-term success.

 

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