Eric M. Welch
As President and owner of Harbour Wealth Partners, Eric has provided his clients with personal service in the financial advisory and life insurance business since graduating from Indiana University in 1993 with a BA in Economics. Eric was named a Five Star Wealth Manager in 2013-2016, 2020-2023.+ In Eric’s 30 year career in the financial services business he has developed expertise in areas ranging from providing portfolio modeling to comprehensive financial planning. Eric’s clientele includes individuals, corporations, family / religious foundations, and business owners. Eric holds FINRA Series 6,7,63, and 65 registrations with LPL. Eric is also a licensed agent with several states for Life and Long-Term Care insurance.
Eric’s objective approach to asset management is facilitated by his relationship with LPL Financial*, the #1 independent broker dealer in the country. LPL Financial currently has $1.11 trillion in advisory and brokerage assets**. LPL Financial provides Eric access to a team of Chartered Financial Analysts providing research which aids him in assisting his clients with cutting edge, fundamentally sound investment vehicles for any given objective. Resources from both Harbour Wealth Partners and LPL Financial combine to provide his clients with quality objective financial guidance and quality service.
Eric and his wife Lacey were married in 1996 and have 3 beautiful children, Ross, Lila, and Drake. Ross joined the HWP staff after graduating with a BS in Finance from Indiana University Kelley School of Business. Lila and Drake are current students at Indiana University.
+ Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of (2013-2016, 2020-2023) Five Star Wealth Managers.
*As reported by Financial Planning Magazine, June 1996-2020, based on total revenue.
**As of 12/31/2022
