"An investment in knowledge pays the best interest." - Benjamin Franklin

Our Services

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Mission

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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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.

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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 

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Meet Our Team

Richard Welsh

Richard Welsh

Founder & President

(410) 777-5897

(301) 559-1115

Marie Welsh

Marie Welsh

Operations Manager

(410) 777-5897

(301) 559-1115

Chelsea  Welsh

Chelsea Welsh

Director of Communications and Marketing

(410) 777-5897

(301) 559-1115

Charleen Harvey

Charleen Harvey

Executive Assistant

(410) 777-5897

(301) 559-1115

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