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14701 Carriage Mill Drive Woodbine, MD 21797

(410) 777-5897
rwelsh@welshfinancialgroup.com
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Meet the Team

"Great things in business are never done by one person. They're done by a team of people."  - Steve Jobs

At WFG, we believe that collaborative planning can help you work towards better results. We coordinate our wealth management process with an extensive network of qualified professionals such as estate planning attorneys and CPA’s.

Richard Welsh

Richard Welsh

Founder & President, A.A.M.S., Series 7, 24, 63

(410) 777-5897

(301) 559-1115

rwelsh@welshfinancialgroup.com

Rick began his career in financial investment services in 1990 with an independent, regional firm, where he served as Vice President. Rick worked side-by-side with the founder of the firm, immersing himself in trading, compliance,...

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Marie Welsh

Marie Welsh

Partner

(410) 777-5897

(301) 559-1115

mwelsh@welshfinancialgroup.com

Marie brings over two decades of experience in financial services, marketing, and client service to WFG. As a key member of our team she designs and implements business strategies, plans and procedures. She is our point person for...

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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.