The Welch Group, LLC was founded in 1984 as a way for Stewart H. Welch, III to serve the needs of the Birmingham community. As he began helping clients prepare for a secure financial future, he quickly realized a need for financial advice from an impartial, trustworthy source. The Welch Group was one of the first firms to offer fee-only investment management and financial planning services for clients. As a fee-only wealth management firm, The Welch Group provides investment management and financial planning services to help clients control their financial future and retirement. We believe success is achieved through a personalized team approach and offer two service models to help meet our client's financial goals. Our Limited Family Office provides comprehensive wealth management services concentrated around financial planning, charitable and tax planning, estate planning, and generational planning. Our Wealth Management model provides investment portfolio management, cash flow analysis, estate, tax, and retirement planning services.

Rooted and invested in the Pacific Northwest, we genuinely care about this place we call home. Our deep civic engagement stems from our long tenure of successful, inclusive development in the region. We’re proud of our collaborative working relationships with cities and communities, the diversity and experience of our team, and our commitment to development that’s intentionally designed to deliver lasting value.

The Frazer Lanier Company is an investment banking firm that through experience, skill and finesse provides its clients with personal attention and sound advice. The Firm’s select staff is involved in every step, making it a truly full-service operation. With over 250 years of combined experience and an outstanding record, the company clearly demonstrates that there is strength in numbers. Our firm is dedicated primarily to corporate and municipal finance. Since 1976, our company has served as an investment banker to thousands of corporations, cities, counties, states, local boards and agencies throughout the United States.

New Capital Partners is a private equity firm dedicated to Building Great Companies by creating true partnerships with management teams and investing in high-growth businesses. By leveraging our extensive entrepreneurial and operational experience, we have realized significant value creation for our portfolio companies. For more information on our investments, our team and our philosophy, visit newcapitalpartners.com or contact us at [email protected]. Let's build a business together.

Johnson Sterling, Inc. is an independent, fee-based financial advisory firm. Founded in 1976, we serve clients throughout the U.S. We are registered with the Securities and Exchange Commission as an Investment Advisory and Pension Consultancy. Our clients include individuals, medical schools, colleges and universities, physicians'​ practices, law firms, corporations, foundations, endowments, trusts, and estates. Johnson+Sterling, Inc. advises on invested assets totaling approximately $1.6 billion (as of December, 2015).

OneAscent is a family of companies committed to delivering Kingdom class financial solutions to advisors and investors. OneAscent Wealth Management, OneAscent Financial Services, and OneAscent Investment Solutions each make a positive impact and bless humanity through values-based investing. All are driven by our mission to help stewards thrive in life and legacy, each with its own vision to accomplish this end. Investment advisory services offered through OneAscent Wealth Management, LLC (“OAWM”), OneAscent Financial Services, LLC (“OAFS”), OneAscent Investment Solutions, LLC (“OAIS”), OneAscent Capital, LLC (“OAC”), and OneAscent Family Office, LLC (“OAFO”), investment advisers registered with the United States Securities and Exchange Commission. OAWM, OAFS, OAIS, OAC, and OAFO may only transact business in those states in which they are registered or qualify for an exemption or exclusion from registration requirements. This website is limited to the dissemination of general information pertaining to their investment advisory services. Accordingly, publication of this website on the internet should not be construed by any consumer and/or prospective client as OAWM's, OAFS's, OAIS's, OAC's, and OAFO's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet. Any subsequent, direct communication by OAWM, OAFS, OAIS, OAC, and OAFO with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

At BCR Wealth Strategies, we recognize that every client has a unique financial situation with its own set of strengths and challenges. We assist our clients to understand their financial goals and develop a plan to achieve whatever they may wish. In a Wealth Management relationship, the emphasis is placed on the client’s goals while the investment portfolio is seen simply as the means to achieving those goals. Once our client’s goals and dreams are established, we create, implement and monitor an investment strategy that complements their plan. BCR Wealth coordinates with a client’s accountants, attorneys, and other professional advisors to make sure that everyone is working in harmony to achieve the client’s goals. Long-term success will be achieved through dedication and monitoring throughout a client’s financial life cycle.

Tios Capital is a proprietary trading firm founded in 2012 with offices in Birmingham, Alabama and Alexandria, Virginia. We bring a rigorous quantitative approach, supported by scalable technologies, to our investment decisions across a variety of wholesale power markets, including CAISO, ERCOT, MISO, SPP, and PJM. Our success requires specialized expertise in quantitative analytics, technology development, and a deep knowledge of market fundamentals. We are specialized, but not siloed. Our culture is marked by humility, resilience, balance, and a collaborative approach that promotes teamwork, cross-functional learning and the sharing of ideas. Over the last decade, our core commitment to continuous improvement has produced a robust tech platform, expanding trading profits, and a flourishing team environment.

Regulatory Solutions may have started small. But we already had a big reputation in the industry that helped us to attract top clients and experienced associates. We now serve a growing list of clients with an experienced and trained staff that clients can trust. Regulatory Solutions has been a certified Women’s Business Enterprise since 2012.

Providence Investments is a privately held investment firm located in Birmingham, Alabama. Providence focuses on stable, income producing multi-family opportunities in emerging U.S. markets. We target high yield passive cash flow and long term capital appreciation through strategic acquisition and superior asset management. The vision of Providence’s leadership is to deliver qualified returns on investment by hedging risk and acquiring Multi-Family assets that meet or exceed our criteria. Our firm’s focus is on delivering high returns to our partner investors in all targeted capital markets. Location is extremely important and our first priority in identifying when investing. US emerging markets with high barrier to entry have demonstrated to be the key locations of high potential return on investments. Quality class asset, strong job growth, strong political leadership, path of growth, key demographics, high rental demand, and competitive occupancy are proven essentials to a high yield investment. We focus on stabilized assets with strong physical qualities requiring minor repairs with potential value-add components. Our goal is to maximize returns for our partners and investors without compromising our conservative approach. We have over 40+ years of combined commercial real estate experience. Our partnership has led over 4,000 units throughout the Southeast and other primary and secondary markets in the US. All of our assets are well-performing assets managed and operated within our partnership. You can be confident that with Providence Investments and its affiliated partners, your investment is in the hands of highly competitive and knowledgeable real estate professionals.

Trustspot is a product review and experience survey platform that helps e-commerce businesses enhance conversion rates and generate revenue through social proof. Our extensive feature set allows companies to better understand their customers and what they think about products through the collection of verifiable, quality content. With the ability to collect and display visual content—such as video testimonials and photos—businesses can encourage and amplify authentic reviews, leading to increased sales. Our experience surveys help business owners evaluate their customers’ experience and product sentiment. Along with seamless integrations, TrustSpot pulls product and customer data—and identifies which products have a higher willingness for referral. Let TrustSpot turn your audience into your most enthusiastic advocates.