Once Upon a Goal
Do you know how to set up your financial goals for future? This knight does.
Surprise! You’ve Got Money!
"An investment in knowledge pays the best interest." - Benjamin Franklin
Our History
Years of experience have prepared us to guide you through your life transitions.
Our Mission
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.

Client Centered
"What I try to instill in WFG each day is a culture of helping others. I gain satisfaction in finding solutions to people’s financial goals and challenges. This is what gives my work purpose. When I found that kind of meaning in my work, it naturally became my passion.” " - Richard Welsh
Meet Our Team

Richard Welsh
Founder & President, A.A.M.S., Series 7, 24, 63
(301) 559-1115
rwelsh@welshfinancialgroup.com