Year-End Action Items for Investors 2024
As we approach the final weeks of 2024, there is still time for investors to make important year-end financial adjustments to position for a strong...
CONSERVE. PLAN. GROW.®
From customized financial planning and expert investment management to trust and estate administration and household bookkeeping, we’ll handle your wealth management needs during your lifetime and beyond. Our philosophy is simple: Conserve. Plan. Grow.® We’ll guide you to make wise choices, avoid unnecessary risks, and set clear, achievable goals. Our mission is to build, protect, and grow your wealth to support your lifestyle and provide your legacy.
As business owners and executives, our team understands the unique needs, concerns, and objectives of those who own and manage businesses. Whether investing retirement plan assets, planning cash flow scenarios for succession or stock options, or investing funds from a liquidity event, we have been in the shoes of our clients. We share the solutions and best thinking that have worked for us so you can focus on what matters to you—your business, your employees, and your future.
For those who serve on the investment committee or board of a nonprofit, a significant fiduciary responsibility (and liability) rests on your shoulders. We can lighten your load and help your organization achieve its financial objectives. Our team of experienced investment professionals knows how to invest portfolios prudently and provide cash flow planning and due diligence reporting. More than that, we know how to listen, communicate, and collaborate to help you build, protect, and grow the funds to fulfill your organization’s purpose.
Our mission is to protect and grow our clients' wealth over the long-term through sound planning, useful advice, and disciplined investment management.
Click on the video to learn more about The Fiduciary Group.
As a client of The Fiduciary Group, you get more than a single advisor.
You get a team of skilled professionals with deep experience and advanced degrees, committed to communicating and collaborating to solve your problems and bring your goals within reach. You get trusted advisors who develop meaningful, long-term relationships with clients that grow deeper and more productive over time. You get independence and objectivity in our analysis and advice. You get a partner who places you first, with passion for what we do and discipline in how we do it.
The firm is founded by Lee Butler. Lee had worked for many years in the trust department of a large bank, managing and administering families’ assets across generations. He recognized the need for independence from banks, brokers, and financial products if he was going to serve as fiduciary advisor acting in the clients’ best interests.
Lee’s son, Malcolm, joined the company after graduating from Duke University. Saving and investing was in Malcolm’s DNA, opening his first account when he was 12 years old.
Seeing a need for greater expertise in estate and taxation matters, Malcolm entered the University of Georgia Law School.
Malcolm returns to the firm after graduating with a law degree. By now, the firm’s clients were turning to Lee and Malcolm to do what has come to be known as "wealth management"—everything from investing assets and administering trusts and estates, to paying clients’ bills and overseeing family finances.
Malcolm becomes President and Chief Executive Officer.
Joel Goodman, who holds an MBA from Duke University and has earned the Chartered Financial Analyst ® designation, returns to Savannah with his family and joins the firm as portfolio manager.
Scott McGhie, CFA, CPA, joins the firm as portfolio manager and investment advisor. Lee Butler retires from active management of client accounts. The firm begins serving as a fiduciary investment advisor to 401(k) plans.
Joel Goodman becomes an equity owner in the firm. Scott McGhie becomes an equity partner a year later.
TFG enters into a strategic partnership with Focus Financial Partners LLC, a leading partnership of independent fiduciary wealth management firms. Focus partner firms maintain their entrepreneurial independence and operational control while benefitting from the synergies, scale, economics, and best practices of the market leader to achieve their business objectives. www.focusfinancialpartners.com
The Fiduciary Group has truly evolved from a family-owned local business to a world-class wealth management firm serving families and businesses in the Coastal region and beyond. In 2020, the firm celebrated its 50th anniversary. We are proud not just of what we’ve accomplished the last 50 years, but the fact that the firm we’ve built—the team, the infrastructure, the intellectual capital, the processes—allows us to continue to grow and thrive and serve our clients and future clients for generations to come. We celebrated 50 years of fiduciary wealth management, with 20/20 vision for the future!
The word "fiduciary" goes to the heart of what we do and how we do it. Our allegiance flows in one direction: to the needs and best interests of each client. We are trusted advisors with no ties to banks, brokerage firms or financial products that could divide our loyalties or influence our recommendations.
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