Eric M. Welch

Registered Investment Advisor

Eric has provided his clients with personal service in the financial advisory and life insurance business since graduating from Indiana University in 1993 with a BA in Economics. Eric was named a Five Star Wealth Manager in 2013-2015.+ In Eric’s 20 plus year career in the financial services business he has developed expertise in areas ranging from providing portfolio modeling to comprehensive financial planning.   Eric’s clientele includes individuals, corporations, family / religious foundations, and business owners.

Eric’s objective approach to asset management is facilitated by his relationship with LPL Financial*, the #1 independent broker dealer in the country. LPL Financial currently has $485.7 billion in advisory and brokerage assets**. LPL Financial provides Eric access to a team of Chartered Financial Analysts providing research which aids him in assisting his clients with cutting edge, fundamentally sound investment vehicles for any given objective. Resources from both Harbour Wealth Partners and LPL Financial combine to provide his clients with quality unbiased financial guidance and quality service.

Eric and his wife, Lacey were married in 1996 and have 3 beautiful children.  They are all very involved with their church and schools.

*As reported by Financial Planning magazine, June 1996-2015, based on total revenue.
**As of 6/30/2015

+ Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of (2013-2015) Five Star Wealth Managers.

eric.welch@livewellsleepwell.com

 

Check the background of this investment professional on FINRA’s BrokerCheck.

Compliance number: 1-279477

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. 

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC.  Financial Planning offered through Harbour Wealth Partners, a Registered Investment Advisor and separate entity from LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states:

AK, AL, CA, CT, FL, IA, IL, IN, KY, MA, ME, MI, MO, NC, NE, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA

Registered as IAR in the following states:

IN, TX

Non registered products/Fixed Life insurance/ Fixed Annuities offered through Harbour Insurance Group independent of LPL Financial

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.