Tim Welsh
Timothy D. Welsh, CFP® is President, CEO, and Founder of Nexus Strategy, LLC, a leading consulting firm serving the wealth management industry, with a sharp focus on marketing, technology, and product distribution for firms selling into the independent RIA industry.
Before launching Nexus, Tim spent half a decade at Charles Schwab Advisor Services, where he led practice-management strategy, marketing, and industry content, and earlier worked at Merrill Lynch shaping marketing, product development, and advisor training for the financial planning group. A Certified Financial Planner, he earned his BA in Economics from UC Berkeley and an MBA in Finance from the University of Colorado’s Leeds School of Business, and has been an influential industry voice through white papers, columns in RIABiz, ThinkAdvisor, and WealthManagement.com
With more than 30 years in the wealth management world, Tim is a recognized thought leader and frequent commentator on business management and RIA industry trends. His career reflects a strong dedication to advancing independent advisory firms—combining deep financial planning acumen with strategic insight into marketing, advisor development, and technology. His blend of consulting experience, industry engagement, and academic credentials uniquely positions him to guide firms looking to thrive in today’s evolving financial landscape.