Evan P. Welch, CFP®, CPWA®, AIF®
Evan P. Welch, CFP®, CPWA®, AIF®
Partner, Chief Investment Officer
Phone:
978-264-9999 Ext 206
E-mail:
ewelch@antaeuswealth.com Partner and Chief Investment Officer of Antaeus
Wealth Advisors, he offers over 25 years of
experience as a financial advisor developing
exceptionally strong bonds with clients. He
focuses on assisting physicians, business owners,
retirees, professionals, and those in transition
with clarifying and achieving their lifelong goals.
Evan is an active participant in the Massachusetts
General Physician’s Organization’s Financial
Planning Program, holds FINRA Series 7 and 63
licenses, and several insurance licenses. As a
Certified Private Wealth Advisor® professional,
Evan focuses on the latest strategies to meet
the sophisticated needs of high net worth and
ultra-high net worth individuals and families. He
graduated from the Loomis Chaffee School in
1993 and Colgate University in 1997 earning a
Bachelor’s degree with honors in history.
