Tripp Welch, CFP®, AIF®

Partner at Match Grade Advisors, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Greenville-Spartanburg-Anderson, South Carolina Area

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Credentials

  • Certified Financial Planner (CFP®)
    CFP Board
    Dec, 2020
    - Nov, 2024
  • Accredited Investment Fiduciary (AIF®)
    Fi360
    Jul, 2010
    - Nov, 2024
  • Federally Registered Investment Advisor (RIA)
    FINRA
    Dec, 2001
    - Nov, 2024
  • Insurance Broker, Accident, Health, Life, Variable Life & Variable Annuity
    South Carolina Department of Insurance
    May, 1996
    - Nov, 2024

Experience

  • Match Grade Advisors, LLC
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Partner
      • Dec 2018 - Present

      At Match Grade, precision and accuracy are what we strive for daily. We are a highly specialized 401K advisory and investment management firm located in Greenville, SC. Our specialty is taking existing plans, pinpointing problem areas and making changes that will increase efficiency and maximize the return for each individual. What most people need is a better process, not a completely new plan, and that is where our strength lies. The combination of our experience, proven success and emphasis on strong, ongoing personal relationships make our services invaluable to our clients and individuals who want to secure their financial future after retirement. Show less

  • Welch Benefit Group, Inc.
    • Greenville, South Carolina Area
    • President
      • May 1996 - Present

      Financial Planning, Employee Benefits & Insurance brokerage Financial Planning, Employee Benefits & Insurance brokerage

Education

  • College for Financial Planning
    CFP® Certification Education Program, Certified Financial Planner ™
    2018 - 2020
  • University of South Carolina Upstate
    Bachelor of Science (BS), Accounting
    1994 - 1996
  • The Citadel
    Bachelor of Science (BS), Business Administration
    1990 - 1994
  • Berea High School
    Diploma
    1986 - 1990

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