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.
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 over 15 states. Our purpose is straightforward. Our mission is unwavering. Build and preserve the wealth of individuals, families, and institutional clients. For over 30 years our focused approach has served High Net Worth individuals and families, endowments, foundations, corporate and municipal retirement plans, and other institutional entities.