93 FINANCIAL GROUP, LLC
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About the firm
93 Financial Group, LLC is an independent financial planning firm based in the Boston area, operating as an SEC registered investment adviser and licensed insurance agency. Founded in 2004 by Lawrence E. Welch and Paul J. Welch, the firm offers comprehensive financial planning with a one-on-one, customized approach aimed at building long-term client relationships.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Portfolio management, asset allocation, accumulation projections for retirement, 401(k) rollovers, traditional and Roth IRAs, inherited IRAs, SEP IRAs, income projections during retirement, 529 college savings plans, annuities, life insurance, and long-term care insurance
Who they serve
Individuals, families, business owners, trusts and estates
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 873 | $381M |
| High Net Worth Individuals | 302 | $519M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
Data as of March 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. 93 FINANCIAL GROUP, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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