Tron D. Welch
CFP®, MBA, AIF®, CPA
About Tron
Tron D. Welch is the Founder and Principal of Welch Financial Planning, LLC. As a Certified Financial Planner® and Accredited Investment Fiduciary®, he brings over 20 years of experience helping individuals and families make confident financial decisions. His work emphasizes tax reduction strategies—integrating tax planning into investment, retirement, and estate decisions to improve long-term outcomes and reduce surprises.
Tron takes pride in his ability to strategize with clients to develop solutions unique to their situation and goals. As a fiduciary, he always put our clients’ needs first and is dedicated to designing the best plan for each individual. Rather than rely on models or trends, Tron focuses on each client’s specific circumstances and utilizes real figures for the household’s situation to create meaningful, long-term, strategic plans that are malleable with time and as circumstances change. He implements the firm’s proprietary ‘Bucket’ strategy with every household, dependent on a range of factors and tolerance, to reduce the impact of market volatility on their investment portfolios.
Tron has a strong commitment to providing strong, factual and relatable financial education, and takes to the classroom twice a year to teach the courses of Wealth Creation Today and Retirement Planning Today workshops. When he is not working or teaching, Tron volunteers with Team Rubicon and Guys Who Give and serves on the advisory board of the Longmont Veterans Community Project, where he supports fundraising and development efforts. When not working or volunteering, you’ll find him traveling with his family, running local trails, or watching a sporting game.