Evan P. Welch,  CFP<sup>&reg;</sup> - Financial Advisor

Evan P. Welch, CFP®

AIF®

Partner, Chief Investment Officer

Antaeus Wealth Advisors, LLC

80 Central St, Ste 150
Boxborough, MA 01719
FINANCIAL ADVISOR'S WEBSITE
(978) 264-9999 CONNECT WITH Evan
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General

Evan Welch is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Antaeus Wealth Advisors, LLC in Boxborough, MA and the surrounding communities.

Financial Advisor Overview

Focused on assisting physicians, business owners, retirees, professionals, and those in transition with clarifying and achieving their lifelong goals, and with building and preserving their wealth. While maintaining the independence that clients seek, we provide the integrated team approach that clients need.

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Financial Advisor Experience

Chief Investment Officer and a Partner of Antaeus Wealth Advisors, LLC. Over two decades of experience developing exceptionally strong bonds with clients. Certified Financial Planner™ practitioner and Accredited Investment Fiduciary™.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Candidate for Chartered Alternative Investment Analyst (CAIA).

Insurance Licenses

  • Life insurance: GA, CT, MA, LA, FL, IN, WA, NJ, NY, CO, ME
  • Health/disability insurance: GA, CT, MA, LA, FL, IN, WA, NY, NJ, CO, ME
  • Fixed annuities: GA, CT, MA, LA, FL, IN, WA, NJ, NY, CO, ME
  • Variable annuities: GA, CT, MA, LA, FL, IN, WA, NJ, NY, CO, ME

Broker-Dealer Affiliation

Cambridge Investment Research, Inc.

Broker-Dealer Disclaimer

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, and member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Antaeus Wealth Advisors, LLC are not affiliated.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Retirement, Stocks & Bonds, Life Planning, Starting a Family, Succession Planning, Sudden Wealth

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Helpful Financial Planning Resources