Working Together for Your Wellbeing
We look forward to helping you achieve your financial goals.
Fred Welch, CFP®
Managing Director
Senior Financial Advisor
Fred Welch, CFP®
Fred is an experienced financial advisor with more than 25 years in the financial services industry. He started the Welch Group of 211 Wealth Management after many successful years advising clients at Wells Fargo Advisors, bringing with him a commitment to personalized service and an independent approach focused on helping clients achieve their long-term financial goals.
Beginning his career as a financial advisor in 1997, Fred has built his practice on developing lasting relationships with clients. He focuses on earning their trust through thoughtful guidance, consistent communication, and a commitment to helping them achieve their financial goals.
Fred works closely with families, individuals, and institutions to help grow, manage, and preserve wealth across generations. He takes a comprehensive, goal based approach to investment planning, helping clients define what matters most and align their investment strategies with their long term objectives.
Throughout ever changing market environments, Fred has remained a steady resource for clients, providing guidance and perspective during both strong markets and challenging times.
Fred is a CERTIFIED FINANCIAL PLANNER® practitioner. During his career, he was recognized as a Wells Fargo Advisors Platinum Council Advisor from 2020 through 2025. He has also been named a Five Star Wealth Advisor from 2013 through 2025.
Originally from Delaware, Fred is a graduate of West Chester University. He continues to stay connected with the university through its mentoring program, working with both students and alumni.
Outside of the office, Fred enjoys spending time with his wife, Lisa, and their three adult children, Cassidy, Nick, and Jack. He and Lisa enjoy traveling, visiting the beach, and spending time with family.
The 2024-2025 Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism. The 2020-2023 Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.
The 2020-2023 Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.
This award was issued on 11/07/2025 by Five Star Professional (FSP) for the time period 02/24/2025 through 08/01/2025. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 569 Delaware-area wealth managers were considered for the award; 49 (9 % of candidates) were named 2025 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2024: 585, 57, 10%, 11/1/24, 2/13/24 - 8/30/24; 2023: 522, 55, 11%, 11/1/23, 2/13/23 - 8/31/23; 2022: 509, 60, 12%, 11/01/22, 02/21/22 - 08/19/21; 2021: 523, 57, 11%, 11/01/21, 01/18/21 - 09/03/21; 2020: 521, 51, 10%, 11/01/20, 02/10/20 - 09/11/20; 2019: 507, 59, 12%, 11/01/19, 12/6/18 - 07/19/19; 2018: 485, 66, 14%, 11/01/18, 10/19/17 - 07/11/18; 2017: 393, 73, 19%, 07/01/17, 10/19/16 - 05/04/17; 2016: 359, 145, 40%, 06/01/16, 11/30/15 - 05/05/16; 2015: 555, 186, 34%, 07/01/15, 11/30/14 - 05/05/15; 2014: 615, 188, 31%, 07/01/14, 11/30/13 - 05/05/14; 2013: 831, 202, 24%, 07/01/13, 11/30/12 - 05/05/13; 2012: 608, 193, 32%, 07/01/12, 11/30/11 - 05/05/12. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.
This award was issued on 11/01/2024 by Five Star Professional (FSP) for the time period 02/13/2024 through 08/30/2024. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 585 Delaware-area wealth managers were considered for the award; 57 (10 % of candidates) were named 2024 Five Star Wealth Managers.
This award was issued on 11/01/2023 by Five Star Professional (FSP) for the time period 02/13/2023 through 08/31/2023. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 522 Delaware-area wealth managers were considered for the award; 55 (11% of candidates) were named 2023 Five Star Wealth Managers.
This award was issued on 11/01/2022 by Five Star Professional (FSP) for the time period 02/21/2022 through 08/19/2021. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 509 Delaware-area wealth managers were considered for the award; 60 (12% of candidates) were named 2022 Five Star Wealth Managers.
This award was issued on 11/1/21 by Five Star Professional (FSP) for the time period 01/18/2021 through 09/3/2021. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 523 Deleware-area wealth managers were considered for the award; 57 (11% of candidates) were named 2021 Five Star Wealth Managers.
This award was issued on 11/1/20 by Five Star Professional (FSP) for the time period 02/10/2020 through 09/11/2020. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 4148 Philadelphia-area wealth managers were considered for the award; 366 (9% of candidates) were named 2020 Five Star Wealth Managers.
This award was issued on 11/1/19 by Five Star Professional (FSP) for the time period 12/6/2018 through 07/19/2019. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 507 Deleware-area wealth managers were considered for the award; 59 (12% of candidates) were named 2019 Five Star Wealth Managers.
This award was issued on 11/1/18 by Five Star Professional (FSP) for the time period 10/19/2017 through 07/11/2018. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 485 Deleware-area wealth managers were considered for the award; 66 (14% of candidates) were named 2018 Five Star Wealth Managers.
This award was issued on 7/1/17 by Five Star Professional (FSP) for the time period 10/19/2016 through 05/4/2017. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 393 Deleware-area wealth managers were considered for the award; 73 (19% of candidates) were named 2017 Five Star Wealth Managers.
This award was issued on 6/1/16 by Five Star Professional (FSP) for the time period 11/30/2015 through 05/5/2016. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 359 Deleware-area wealth managers were considered for the award; 145 (40% of candidates) were named 2016 Five Star Wealth Managers.
This award was issued on 7/1/15 by Five Star Professional (FSP) for the time period 11/30/2014 through 05/5/2015. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 555 Deleware-area wealth managers were considered for the award; 186 (34% of candidates) were named 2015 Five Star Wealth Managers.
This award was issued on 7/1/14 by Five Star Professional (FSP) for the time period 11/30/2013 through 05/5/2014. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 615 Deleware-area wealth managers were considered for the award; 188 (31% of candidates) were named 2014 Five Star Wealth Managers.
This award was issued on 7/1/13 by Five Star Professional (FSP) for the time period 11/30/2012 through 05/5/2013. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 831 Deleware-area wealth managers were considered for the award; 202 (24% of candidates) were named 2013 Five Star Wealth Managers.
Managing Director
Senior Financial Advisor
Laura Bolen
With over 20 years of dedicated experience in the financial services industry, Laura has built a reputation for professionalism, attention to detail, and exceptional client service. As the Senior Client Associate to a leading financial advisor, Laura plays a vital role in helping to ensure that every client interaction is handled with care, efficiency, and discretion.
Since beginning her career in 2001, Laura has developed a deep understanding of client relations. Her warm and approachable demeanor helps build strong relationships with clients, many of whom have worked with her for years and trust her as a consistent, knowledgeable presence within the practice.
She works closely with both clients and advisor to coordinate meetings, prepare comprehensive reports, and manage day-to-day operations. Her extensive experience enables her to anticipate client needs, address concerns promptly, and maintain the high standards that clients have come to expect.
Throughout her career, Laura has continued to enhance her skills through ongoing professional development and training in financial services administration, compliance, and client communication. Her commitment to excellence, combined with her passion for helping clients achieve financial confidence, makes her an indispensable member of the team.
In her free time, Laura enjoys creating a homestead on her 3 acres in Oxford, PA, including crocheting, tending to her chickens and vegetable garden and making sourdough bread. She also loves spending quality time at home with her family.
Since beginning her career in 2001, Laura has developed a deep understanding of client relations. Her warm and approachable demeanor helps build strong relationships with clients, many of whom have worked with her for years and trust her as a consistent, knowledgeable presence within the practice.
She works closely with both clients and advisor to coordinate meetings, prepare comprehensive reports, and manage day-to-day operations. Her extensive experience enables her to anticipate client needs, address concerns promptly, and maintain the high standards that clients have come to expect.
Throughout her career, Laura has continued to enhance her skills through ongoing professional development and training in financial services administration, compliance, and client communication. Her commitment to excellence, combined with her passion for helping clients achieve financial confidence, makes her an indispensable member of the team.
In her free time, Laura enjoys creating a homestead on her 3 acres in Oxford, PA, including crocheting, tending to her chickens and vegetable garden and making sourdough bread. She also loves spending quality time at home with her family.
Senior Client Associate
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