Plans that adapt.
Guidance that endures.
Welon administers trusts and manages wealth with the flexibility, clarity, and personal stewardship you need—responsive service from the first conversation through final distributions.
Alabama-chartered trust company and registered investment adviser.
The Welon Way
We make trust and wealth services simple. No jargon, no guesswork. With flexible options and clear guidance, we connect the dots between planning, administration, and estate execution so everything adapts to your needs and happens the way you intend. You’ll always know why it matters, what comes next, and that it’s being done right.
Fiduciary duty isn’t a slogan here—it’s a legal and moral obligation that guides every decision we make.
Stewardship that endures. Structures that flex.
Whether you’re creating a trust, managing investments, or planning for a future that looks different from the norm, our integrated model keeps everything connected—with fiduciary oversight and an advisory partnership that stand the test of time.
Trust and Fiduciary
Trust administration and estate execution, made clear. We serve as trustee or co-trustee, manage delegated investments, coordinate settlements, and can act as power of attorney or healthcare proxy—removing the burden from your loved ones.
Wealth Advisory
Financial planning and investment management aligned with your goals. From portfolio design to our proprietary Anti-Retirement Plan™, we bring clarity and confidence to every decision, so your plan endures as life evolves.
Childfree Trust
Trust administration and long-term fiduciary services for those building a life without children. Through our partnership with Childfree Trust, we provide the structure, oversight, and continuity to carry out your wishes with care and integrity.
Who We Serve
For those who want clarity now and confidence in what comes next.
Individuals and Families
Business Owners
Attorneys and CPAs
Childfree Clients
Professional Standards
Our professionals hold some of the most prestigious cerifications and designations in the industry.
