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We Are Welden Financial

We Are Independent

We have no outside influences on the decisions we make for our clients. We simply do it the right way for the right reasons – it is our name on the door.

We Are Impactful

We make a difference in our community and with the families who have entrusted us.

We Are Understanding

We listen and seek to understand our client’s unique situation, opportunities, values, needs, concerns, and goals.

We Are Diligent

We work very hard to deliver exceptional service, experience, and the best outcomes for our clients – there are no shortcuts.

We Are Realistic

We are clear and concise in expectations for ourselves and the families we work with.

The Welden Financial Team

We’re a team of financial planning professionals that seek to help grow and manage portfolios for wealthy individuals across the Southeastern United States.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

James T. Welden

President of Welden Financial

James Welden is the President of Welden Financial and oversees its investment management. A natural leader and problem solver, he has his eye on the big picture and guides Welden Financial in planning for his clients’ financial future. James makes it a priority to know his clients, their needs and goals.

James is a graduate of LaGrange College and is married to Kelley Christopher Welden. He is the proud father of Wyatt, Sanders, and Addy. James is a fifth generation Coweta County resident who is very active in his community and serves on numerous boards and committees.

James is currently a member of Rotary and is a member of the Newnan Chamber of Commerce Young Professionals. James serves as Assistant Boy Scout Leader at Newnan First United Methodist Church’s Troup 41 and Newnan Iron Men. James is a proud supporter of The Donald W. Nixon Centre for Performing and Visual Arts.

His previous community involvement includes: Past Chairman and member of the Board of Directors for The Coweta Community Foundation, board member of the Red Cross, Boys and Girls Club, County of Newnan Board of Zoning and Appeals, Newnan Pines Homeowner’s Association, Mission Committee for Newnan’s First United Methodist Church, past member of the Administrative Board of Newnan’s First United Methodist Church, Methodist Men, and past Chairman of the community’s 4th of July Fireworks.

Gary T. Welden

Financial Advisor

Gary, the proud father of James, is a financial consultant who believes in the client experience and will do everything he can to make you comfortable at Welden Financial. Gary makes it his business to know our clients’ expectations. He is upfront and honest, providing the experienced guidance you need to make wise choices about your money and investments.

Gary and his wife, Brenda Holland Welden, have been married for 47 years. They are active in the local Methodist church and enjoy being grandparents of their five grandchildren.

Gary believes in giving back to the community. Combining a career with community service, he currently chairs the Coweta Kiwanis Fair, is a member of the University of West Georgia Newnan Campus Advisory Board, Board of the Newnan-Coweta Historical Society, Chairman of the Henry Kitchens Scholarship Fund Committee, serves on the board of the Newnan-Coweta Youth Association, and the Board of Equalization which hears appeals of valuations of the Board of Assessors on the fair value of property in Coweta County. Gary was nominated for Citizen of the Year in 2015.

Previous community involvement includes serving as Past President of the Newnan Kiwanis Club, Past Chairman of the Advisory Board of Wesley Woods, Past Chairman of CASA (Court Appointed Special Advocates), Lake Redwine Home Owner’s Association, and was a founding member and Chairman of Habitat for Humanity for South Fulton. In the past, Gary has served in numerous public offices and positions including: Chairman of Newnan’s Georgia Initiative for Community Housing, member of the Board of Education of Clayton County, and as Magistrate for Clayton County.

Savannah Griner

Director of Client Relations

Savannah is the Director of Client Relations and the first person you encounter at Welden Financial. She has a love for meeting new people and making everyone feel welcome. Her background includes hospitality management where meeting clients/guests expectations are a top priority, making her a great asset to the Welden Team. Savannah was raised in Newnan, Ga and is married to her husband Parker Griner. The Griner’s are involved with Coweta County DFACS and are currently Foster Parents. Savannah enjoys spending time with her family, friends and traveling.

Andy Clark

Director of Client Support

Andy Clark is a recent graduate of the University of Georgia Terry College of Business. He graduated Magna Cum Laude with a BBA in finance, and a minor in Consumer Economics. During school, he ran club cross country and received the opportunity to compete at schools across the southeast. His professional experience started in concert with his studies at UGA and includes a two year stretch as an accounting clerk. At the same time, he worked part-time at Athens Running Company solely because he loved the atmosphere and culture of fitness self-improvement. Eventually, his aptitude for small business and a penchant for service provided him with the title of Assistant Manager at Athens Running Company. Since joining Welden Financial, he continues to enjoy running, and has adopted an appreciation for biking and swimming as well. During his free time, he likes to bake, exercise, and spend time with his friends and family. Andy has lived his whole life in Newnan, aside from his stint in Athens, and cannot imagine a better place for him than with the Welden Financial team.

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