Evan P. Welch, CFP®, CPWA®, AIF®
Evan Welch serves as Co-Chair on the Clay Center Advisory Council‘s Development Team. He is Partner and Chief Investment Officer of Antaeus Wealth Advisors, and has more than 25 years of experience as an investment fiduciary. Evan’s work focuses on assisting physicians, business owners, retirees, professionals, and those in transition with clarifying and achieving their lifelong goals. He helps clients solve their financial puzzles, achieve their personal benchmarks of success, and make informed choices with their money.
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.
Evan lives in Acton, MA with his wife, Emily, and their three daughters.
