Daniel Logan

Additional Information

Welch Hornsby was founded in 1988 as a Registered Investment Advisor with the Securities and Exchange Commission. We are a regional, independent, fee-only investment advisor serving clients in 15 states. Our purpose is straightforward. Our mission is unwavering. Build and preserve the wealth of individuals, families, and institutional clients. For over 25 years our focused approach has served High Net Worth individuals and families, endowments, foundations, corporate and municipal retirement plans, and other institutional entities.

At Welch Hornsby, we believe the most significant investment we can make is the investment in a life of commitment. Uncompromising commitment. Uncompromising commitment to our clients. Uncompromising commitment to our employees. Uncompromising commitment to our communities.

NAPFA Start Date

March 13, 2018

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This Office

6000 Fairview Rd Ste 1200 Southpark Towers Charlotte, NC 28210-2252 Phone: (704) 780-4930

Other Offices

1 Commerce St Ste 800 Montgomery, AL 36104-3676 Phone: (334) 272-1192
2000 Southbridge Pkwy Ste 500 Birmingham, AL 35209-1303 Phone: (205) 949-6040