Stephen M. Welch is the Managing Partner of Crownmark Wealth Advisors, launched in 2025, and headquartered in Atlanta, Georgia. With a proven track record of excellence in retirement planning and corporate financial strategies, Stephen specializes in empowering individuals and businesses to achieve their financial goals through comprehensive, tailored solutions.
During his successful tenure at Morgan Stanley, Stephen served as a Retirement Plan Advisor and Corporate Retirement Director, guiding businesses in optimizing their retirement plans to attract and retain top talent while ensuring compliance and sustainability. His designation as a Financial Planning Specialist underscores his ability to approach each client’s financial journey holistically, incorporating investment strategies, retirement planning, and estate planning to deliver growth and stability across life stages.
Stephen’s approach is defined by his commitment to building strong, personalized relationships with clients. Leveraging cutting-edge technology and a deep understanding of the financial landscape, he transforms challenges into opportunities, ensuring that every financial decision aligns with his clients’ long-term objectives.
As a co-founder of Crownmark Wealth Advisors alongside Sean Foote, Stephen brings a shared vision of providing a boutique wealth management experience that prioritizes client success. Together, they offer a comprehensive range of services for high-net-worth individuals, business owners, and corporate executives.
Stephen’s dedication to his clients’ financial well-being ensures that they are not just planning for the future but thriving in it. Whether optimizing retirement strategies or navigating complex financial decisions, Stephen delivers the expertise and guidance clients need to secure their financial legacy.