Helping Professionals and Business owners plan, invest, and thrive.
Welon Partners is a boutique financial planning and investment management company.
We help busy professionals, business owners, and entrepreneurs align their capital with their goals through custom financial plans and bespoke investment management.
Let's Change
Financial Concerns to Financial Confidence
- Does tax time feel like a scramble?
- Is my business properly integrated into my full financial picture?
- Are my arrangements in order to leave a legacy I am proud of?
- Do my investments align with my goals?
Why
Choose Us
Experience
With 50+ years combined experience, we are equipped to help you achieve your financial goals and help you solve any financial challenge you may be be facing.
Integrity
We are a Fiduciary. While this means we are legally required to act in your best interest, we really do it because it's the right thing to do.
Stewardship
We work closely with your other advisors (attorney, CPA, etc.) to leverage their expertise when crafting and executing on your financial plan.
Transparency
We don't sell any financial products, and are only compensated for the advice given to our clients. This means you receive unbiased advice.
Who
We Serve
Professionals
You have a demanding career that probably leaves little time for managing your finances. We're here to help you simplify the financial planning process, maximize your income, minimize taxes, and plan for retirement. Whether you're just starting your career or nearing retirement, we can create a financial strategy that is custom-tailored to your unique circumstances and aligns with your professional aspirations and long-term financial goals.
Owners
As a business owner, your personal and professional finances are closely intertwined. Our firm understands the complexities of managing both aspects of your financial life. For over 50 years, we have worked successfully as part of a team with our client’s accountants, attorneys, and consultants ensuring that our clients are positioned to thrive. From business succession planning to tax optimization strategies, we offer expert guidance to protect and grow your wealth so you can focus on running and growing your business.
Entrepreneurs
Entrepreneurs face unique financial challenges. Whether you are starting a side-hustle, investing in real estate, or moonlighting as a consultant, we will help you manage your cash flow and prepare for the next steps. Financial freedom often comes from taking calculated risks. Our experts will help you craft a plan to maximize your probability of success--however you measure it--and integrate your entrepreneurial venture into your personal financial plan.
Work With Us!
See Our Step by Step Process
Complimentary Call
Before committing, schedule a 20-minute, no-obligation call. During the meeting, we will get to know one another, gain insight into your financial picture, and define your goals and objectives. If your financial situation aligns with our expertise, we will move forward in creating a free, one-page financial plan.
Resource Roundup
After the complimentary call, we may request a few basic documents such as tax returns and account statements. These documents, along with our discussion from the introductory meeting, will be used in our analysis to create a free one-page financial plan.
Personalized Plan
Once we've analyzed your situation, we'll ask you to schedule a 1-hour call to discuss the results. You'll leave with a one-page plan containing actionable steps to start moving in the direction of your goals.
Take a Beat
Choosing the right financial partner is a pivotal decision! With your one-page financial plan, you can go home and decide whether you want to implement it yourself or work with us. We'll follow-up once you've had a day or two to process everything, and if you believe our value outweighs our fee, we'd be happy to start the onboarding process.
Execute & Evolve
Onboarding as a client is easy! We will collect any additional information we may need, set you up on all necessary systems, and begin implementing the plan together. We will schedule a meeting cadence that works for you and continue to adjust the plan as life needs and changes occur.
Trusted Advisors
The team at Welon has achieved the highest designations and certifications in our fields, and our Partners have been published in some of the most prestigious media outlets.
Get In Touch
105 Tallapoosa Street
Suite 109
Montgomery, AL 36104
Phone: 334.258.2850
connect@welonpartners.com
Welon Partners, LLC is registered to conduct advisory business in Alabama and in other jurisdictions as permitted by law.
Get In Touch
105 Tallapoosa Street
Suite 109
Montgomery, AL 36104
Phone: 334.258.2850
connect@welonpartners.com
Welon Partners, LLC is registered to conduct advisory business in Alabama and in other jurisdictions as permitted by law.