Jeremy Welch


Burton Enright Welch

Senior Advisor, Managing Principal

Jeremy Welch


Burton Enright Welch

Senior Advisor, Managing Principal

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jeremy Welch, CFP®

Fee-Only financial planner located in Walnut Creek, CA, serving clients locally and across the country

Jeremy Welch is a Walnut Creek, CA fee-only financial advisor serving clients locally and across the country. Burton Enright Welch provides comprehensive financial planning, investment management, and retirement plan services to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jeremy Welch is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Jeremy Welch is a Senior Financial Advisor and Managing Director at Burton Enright Welch

What Do You Love Most About Being Part Of Burton Enright Welch?

Two things:

The team we have built here at Burton Enright Welch to serve our clients.

The fact that we are truly independent. We own the firm and the advice we give clients, not some other disinterested third party that has never met our clients.

What Quality Of Yours Makes You Best-Suited To What You Do?

My ability to look at the big picture and still focus on the small details that actually get things done.

What Do You Enjoy Most About Financial Planning?

Watching people become less stressed about their finances which ultimately leads them to make better decisions.

What's The Biggest Challenge?

Taking complex subject matters and explaining them in a way that doesn't require someone to be an expert in acronyms.

How Should People Think About Their Wealth

As a means to an end.

What Professional Accomplishment Are You Most Proud Of?

Taking the time and energy to attain my CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.

What Would You Be Doing If You Weren't Working At Burton Enright Welch?

Building something with my hands.

What Do You Love To Do Outside Of Work?

Being outdoors and helping my wife raise our growing family.

What Personal Accomplishment Are You Most Proud Of?

Hiking to the bottom (and back to the top!) of the Grand Canyon and The Great Wall in the same year.

What Was The Most Influential Book You’ve Read And Why?

How Full is Your Bucket? by Tom Rath. Quick read and a great reminder to focus on the positive in others.

What Is Your Favorite Quote And Why?

"Never underestimate the ability of the human mind to rationalize."


Education & Accreditations

-California Polytechnic State University - San Luis Obispo (Cal Poly), B.S. Business Administration, Dual Concentration in Finance and Accounting


Burton Enright Welch is an fee-only financial planning and investment management firm in Walnut Creek. Over the past three decades, we have remained focused on delivering our clients a high level of service. We encourage frequent communication, full financial engagement, and deep familiarity with goals and concerns. As planners, we embrace complexity; often, our most valuable advice goes beyond investments. Your portfolio is a means to an end: fulfilling your life's objectives. Having a plan and monitoring its progress is crucial to your success.

We offer the following services: Financial Planning, Investment Management, and Retirement Plan Services. 

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.


  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

Contact Jeremy Welch

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Office Locations:

  • 1850 Mt Diablo Blvd
    Walnut Creek, CA 94596

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