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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.
James T. Welden
President of Welden Financial
James T. 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 currently serves as the Chairman of the Board of Trustees as well as Finance Committee and Church Council for his Church, Newnan First United Methodist. As well as Assistant Boy Scout Leader for Newnan’s Troup 41. James is also a proud supporter of the Donald W. Nixon Centre for Performing and Visual Arts.
His previous community involvement includes: Rotary of Coweta County member, 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.
He takes great pride in serving Coweta County and will continue to do so, leading his clients in the direction of great decisions and choices. Ensuring every generation continues to grow and succeed.
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 main responsibility that she takes great pride in is meeting clients/guests’ expectations, which makes her a great asset to the Welden Team. Other responsibilities that she maintains is supporting with office management, prepping client communications and meetings, and handling event planning and special projects. Savannah was raised in Newnan, Ga and is married to her high school sweetheart, Parker. They are proud parents to their two handsome sons, Camden and Rush. She has been with Welden Financial since November 2019 and continues to stay current and relevant in all her duties. In her spare time she enjoys spending time with family, friends and traveling.