We believe the most significant investment we can make is the investment in a life of uncompromising commitment.

Since 1988, our mission has been unwavering. Build and preserve the wealth of our clients, to enrich their lives, the lives of our employees, and the world in which we live.

Individuals & Families

We listen closely to design fully-integrated financial plans and investment portfolios.

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Institutions

At Welch Hornsby, we aim to bring financial stability and health to your unique entity.

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Retirement Plans

We provide leadership to investment committees and assist with everything from drafting investment policy…

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About Us

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.

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