Owner

Cecily Welch

As the owner of Welch Financial Advisors, LLC, with over 10 years of experience in the CPA field, I am passionate about helping individuals and businesses achieve their financial goals. My expertise spans Welch Financial Investments, LLC, which I've managed for 14 years, providing clients with investment guidance and portfolio management services. Additionally, I offer public speaking and tax law education through Cecily Welch CPA, LLC, where I empower others with financial literacy and strategic tax planning insights. By providing comprehensive financial advice, I aim to make a lasting impact on the lives of those I work with.

In my role with the Joe & Cassandra Nash Small Business Incubator 501(c)(3), I have dedicated the last two years to helping entrepreneurs build strong business foundations and navigate the complex financial landscape. This non-profit organization allows me to mentor and guide emerging businesses, enabling them to thrive in their respective industries. I am committed to making a difference and believe in providing opportunities for community members to grow and succeed. Together with my husband Sule, we are working to create a legacy that strengthens businesses while nurturing a supportive and empowering environment for all.

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