Welch Financial Advisors, LLC

05/21/2026

Cecily is joining some incredible speakers this Saturday for The Overcoming Conference and Book Launch, hosted by Book Profits Club. The full event streams live starting at 11 AM EST, with Cecily on around 12:55 PM.

It's Memorial Day weekend, so think of it as one more good thing to add to the lineup. Register and tune in.

overcoming.collaborationbooks.com

This Saturday, May 23rd, I'll be part of The Overcoming Conference and Book Launch, a live streaming event hosted by BookRich Profits Club. Some really great conversations happening throughout the day.

The full event kicks off at 11 AM EST. I'll be on around 12:55 PM, but honestly, the whole lineup is worth your time. It's Memorial Day weekend, so think of it as one more good thing to add to the lineup. Grill, chill, and tune in.

Register to join live: overcoming.collaborationbooks.com

02/18/2026

IR-2019-09, February 7, 2019 – Today, towards the end of the second full week of the 2019 tax filing season, the IRS warned taxpayers to avoid unethical tax return preparers, known as ghost preparers.

02/11/2026

Hand delivery. Clear pricing. Limited-time inventory. Strong brand loyalty.

The Girl Scouts may be selling cookies, but they’re also teaching early lessons in entrepreneurship, confidence, and financial literacy.

Support small businesses. Even the future CEOs in a sash. 👧🏾

01/19/2026

As winds down, we are reflecting here in Atlanta, the birthplace of Dr. Martin Luther King Jr.

Dr. King taught us that progress is built through courage, education, and a commitment to fairness. Those values still matter today, especially when we think about access, opportunity, and the systems that shape people’s financial lives.

As a Black-owned business, this day carries both history and responsibility. We believe education and access are powerful tools for change, and that serving our community with care and integrity is part of honoring Dr. King’s legacy.

May we carry today’s reflection into everyday action.



𝘗𝘩𝘰𝘵𝘰: 𝘓𝘪𝘣𝘳𝘢𝘳𝘺 𝘰𝘧 𝘊𝘰𝘯𝘨𝘳𝘦𝘴𝘴

12/24/2025

Holiday travel + snacks + ethics CPE? That’s one way to make the most of the road trip.

Cecily’s reminding us all what confidentiality really means, even during the holidays, and we couldn’t agree more. Cheers to all the pros squeezing in their final CPE hours between gift wrap and family time.

Wishing you a warm, restful, and joy-filled holiday season from all of us at Welch Financial Advisors. 🎁 ✨

11/24/2025

We are proud to share that our founder, Cecily Welch, CPA, PFS, CFP®, has been named one of GritDaily.com’s “Ones to Watch” for 2025.

This feature highlights ten women who are reshaping conversations around leadership, wellbeing, money, communication, and impact. Cecily was recognized for her work in tax literacy and her commitment to helping people understand how taxes influence every financial decision they make.

The list includes leaders in executive development, trauma-informed care, addiction prevention, personal transformation, and more. We are honored to see Cecily’s voice included among such powerful changemakers.

Read the full feature here:

In this latest installment of the “Ones to Watch” series, Grit Daily partners with Heather Burgett’s Shine Collective to spotlight ten women whose ideas are

11/17/2025

We’re incredibly proud to share this moment from last week’s GSCPA Fall Leadership Council, where Cecily accepted the Meritorious Award on behalf of Art Auerbach.

Art’s legacy in the CPA profession speaks for itself. His ability to educate with clarity and deep expertise has shaped generations of professionals across the tax and accounting field.

Congratulations, Art! 🎉

11/04/2025

We love when community and financial education come together, and our founder is showing up for both at Wellness Weekend with the Atlanta Black Chambers.

This event isn’t just about feeling good, it’s about building a healthier, more sustainable life for entrepreneurs, professionals, and families alike. From fitness to finance, the day is packed with real conversations that impact your whole well-being.

We’re proud Cecily is bringing her expertise to the mix, speaking on how taxes and money choices affect your health and what you can do about it.

More information: https://www.eventbrite.com/e/atlanta-black-chambers-black-health-wellness-weekend-tickets-1915543595459

Money stress is real. And when the systems aren’t built for us, it shows up in more than just our finances.

You can’t build sustainable health if your finances are quietly falling apart behind the scenes.

Next Saturday, I’m speaking at the Atlanta Black Chambers Wellness Weekend, a community event focused on wellness, entrepreneurship, and practical resources that support both business and life.

There will be fitness activities, professional networking, and real knowledge-sharing. I’ll be talking Taxes, Money & Health with you to discuss how financial stress impacts wellness and what we can do about it.

🗓 Saturday, Nov 15
🕙 10AM–1PM
📍 The WELCH Center, Atlanta
🎟 Free for ABC Members / $24.54 for Guests
🔗 RSVP: https://www.eventbrite.com/e/atlanta-black-chambers-black-health-wellness-weekend-tickets-1915543595459

04/14/2025

We don’t heal alone, and we’re not meant to.

At A Collective Conversation, John Sterling invites us into a powerful panel where lived experience meets leadership, and personal healing meets collective connection.

Through Azimuth Leadership and The Alphas & ACE’s Foundation, John helps people understand how adversity shapes us and how community helps us reclaim our stories.

This breakout is about showing up, sharing space, and remembering you’re not alone. ✨ You’ll see yourself. Hear yourself. And feel part of something bigger.

🎟️ Join us at Moving Beyond Survival:
https://www.eventbrite.com/e/stuck-between-fight-flight-moving-beyond-survival-tickets-1286752394049?aff=oddtdtcreator



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Learn more about the participating businesses and speakers: Cecily Welch CPA, The Welch Martial Art Experience - Fitness Concepts Empowering Life, Success Brand, Alphas & ACE's, Standpoint Wellness

04/10/2025

Virtual reality isn’t just for gamers anymore. It’s shaping the future of mental health.

Join John Kennebrew, LPC, NCC, CPCS, for Virtual Reality and Mental Health at this year’s Moving Beyond Survival conference.

Through immersive tech, John is helping people, especially youth, experience mental wellbeing in powerful, new ways. From therapy to reentry programs, his work is redefining what healing can look like.

🎧 New world. New experiences. Real impact.

This is a session you’ll want to experience firsthand.

🎟️ Register here: https://www.eventbrite.com/e/stuck-between-fight-flight-moving-beyond-survival-tickets-1286752394049?aff=oddtdtcreator



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Check out the participating businesses and speakers: Cecily Welch CPA, The Welch Martial Art Experience - Fitness Concepts Empowering Life, Success Brand, Alphas & ACE's, Standpoint Wellness