Welp Financial was started by Steve Welp in 1988. His sons, Jeff and Dan, joined years later. It was natural to eventually become a family business, because everyone understood each other, Steve taught his sons how to own and run a business, all of them were committed together, and they equally recognized their values and beliefs were for the common good of helping others.

Steve Welp had been in the financial industry since the 1970s and his sons watched how he made a difference in people’s lives by helping them understand how to plan for retirement. Steve noticed that his clients appeared more confident, more financially prepared for unexpected life events, and seemed to appreciate the importance of building up their savings. Not only were business relationships sustained throughout the years, but clients became lifelong friends.

Jeff and Dan continue that legacy their dad left behind. And that legacy is important for the future, because it helps guide current clients and future ones to make better financial decisions in life.