Welch Hornsby was founded in 1988. We are an independent, fee-only investment advisor serving clients in over 15 states. Our purpose is straightforward. Our mission is unwavering. Build and preserve the wealth of our clients. For nearly 30 years our focused approach has served High Net Worth individuals and families, endowments, foundations, corporate and municipal retirement plans, and other institutional entities.
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.
Welch Hornsby Welcomes Harvey A. Hutchinson III to Firm
Welch Hornsby is pleased to welcome Harvey A. Hutchinson III as a client advisor in the firm’s Birmingham office. Harvey brings more than a decade of experience in financial planning, trusts and estates, and we…Read More
Welch Hornsby Awarded Top Honors, Named as One of the Best Companies to Work for in Alabama
This seventh-annual survey and awards program, created by Business Alabama and Best Companies Group, identifies, recognizes, and honors the best employers in Alabama. The list is made up of 16 companies. Compa…Read More
Welch Hornsby Announces Catherine S. Bragg has Advanced to the Position of Planning Associate
Caty began working for Welch Hornsby in 2015 in guest relations. She transitioned into her role as a Planning Associate on July 1, 2017. She holds a Bachelor of Arts in Communication from Mississippi State Univer…Read More
Welch Hornsby Announces the Hiring of Daniel Logan as a Planning Associate
Daniel is a summa cum laude graduate of the University of Alabama with a Bachelor of Science in Commerce & Business Administration with a major in Finance and a concentration in Personal Wealth Management. Da…Read More
Welch Hornsby Announces the Hiring of Hannah Hall in Client Services
A native of Montgomery, Hannah holds a Bachelor of Science in Biology degree from Auburn University at Montgomery. “Hannah embodies our ongoing commitment to client service excellence at Welch Hornsby. She i…Read More
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Our in-depth experience offers our clients relevant strategies for achieving their goals and navigating complex financial situations.
At Welch Hornsby, our innovative approach seeks to deliver value in helping clients face today’s unique challenges and positioning their portfolios for long-term success.
Edward V. Welch, Jr.
Eddie is a principal and co-founder of Welch Hornsby, Inc. Prior to co-founding Welch Hornsby in 1988, he served as an account executive with Morgan Keegan & Company in Montgomery, Alabama. Eddie is a graduat…Read More
Amanda A. Benson
Amanda is a Senior Planning Associate at Welch Hornsby, Inc. Prior to joining Welch Hornsby in 2014, she worked with a local wealth management firm. Amanda began her career in 2002 working with high net worth…Read More
Kim M. Elliott, AIF®
Kim is a Retirement Plan Specialist with Welch Hornsby. Prior to joining the firm in 2013, she worked in the Corporate Investment Services department of BBVA Compass. Kim has over 8 years of banking experience an…Read More