Evan P. Welch, CFP®, AIF®
Evan Welch has been with Antaeus Wealth Advisors since 2011. He believes in establishing enduring relationships with clients by helping them clarify and achieve their lifelong goals and by helping them grow and preserve their wealth. Evan and his network of advisors bring comfort to clients by solving their financial puzzles and helping them develop habits of wealth.
Passionate about investments, Evan started investing as a teenager. He is alert and responsive to an increasingly sophisticated investment universe, and leads Antaeus’ investment process and portfolio management strategies.
Mr. Welch’s specialty niche is advising doctors, surgeons and other medical professionals. He utilizes his extensive knowledge of their unique needs, ingrained at an early age from a family steeped in medical heritage, to provide the informed advice that physicians require. Evan provides financial literacy briefings to attendings and residents at institutions and organizations including Harvard, Yale, Lahey Hospital & Medical Center, UCLA, Virginia Mason, UCONN, Trends in Medicine and Surgery, and the New England Surgical Society. He also was one of six advisors residing in Massachusetts listed in Medical Economics as 2011’s Best Financial Advisers for Doctors. Evan is a member of MD Preferred Services and a financial advisor in the Massachusetts General Physicians Organization Financial Planning Program.
Evan volunteers through the Financial Planning Association, serves as a corporator for Emerson Hospital and is an advisory board member of the MGH Clay Center for Young Health Minds. He likes skiing, hockey, history, aviation, SCUBA diving, yoga and meditation, cycling, and traveling. He also enjoys coaching his three daughters, Caroline, Gigi and Charlotte, in sports, and spending time with them and his wife, Emily, especially on Lake Winnipesaukee in New Hampshire.