Introducing Yuliya Kennedy

We are excited to announce Yuliya Kennedy has joined the team as a Client Services Associate. In her new position, Kennedy is a member of the firm’s client services team and is responsible for administration and reporting of client accounts. Kennedy brings more than 16 years of experience in business accounting to her new role,…

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The Fiduciary Group named in Financial Times 300 Top Registered Investment Advisers

We are delighted to announce that The Fiduciary Group has been included in the Financial Times 300 Top Registered Investment Advisers list for the second consecutive year. This prestigious list recognizes top independent Registered Investment Adviser (RIA) firms across the United States. “We are particularly honored to be included on the Financial Times 300 Top…

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Continuing Professional Development: Our Director of Operations Earns his MBA

We are happy to announce that Brendan Flaherty, Director of Operations at The Fiduciary Group, recently graduated with his MBA from the Warrington College of Business at the University of Florida. Enrolling in the professional MBA program meant driving south on a monthly basis and juggling duties at The Fiduciary Group with classwork obligations on…

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Planning for Retirement in the COVID-19 Age

May 2020  By: KYLE POWERS, CFP®, MBA, AIF

This article was originally published within the Savannah Morning News, found HERE. Major economic events give us a compelling reason to revisit our retirement plans, evaluate household spending and take a hard look at our long-term goals. So, with the Coronavirus shaking up the marketplace and creating uncertainty in both the job and stock markets, how…

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A Great Achievement Earned by Our Director of 401(k) Advisory Services

The Fiduciary Group is pleased to announce that Kyle Powers, Director of 401(k) Advisory Services, has successfully completed all of the requirements of the CFP® Certification program and is now a CERTIFIED FINANCIAL PLANNER™ professional.  To earn the right to use the CFP® marks, an individual must satisfactorily fulfill the following requirements: Education – In…

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Malcolm Butler’s History of The Fiduciary Group: 2000 – 2020

March 2020  By: MALCOLM BUTLER, JD

It has been about two decades since my father, Lee Butler, wrote the history of the first 30 years of our firm. At the end of his story, he left it to me to write my own account of the firm’s history from that point forward. It has been a great run over the past…

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Navigating Uncertainty and Volatility

We’re currently in the midst of a period of heightened uncertainty, volatility, and panic due to the COVID-19 (coronavirus) pandemic. Clients are justifiably worried. The stock market has been volatile. Our daily lives have come to a screeching halt. Vacations, sporting events, and concerts have been cancelled. There are plenty of reasons to be concerned…

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The Beginnings of The Fiduciary Group: 1970 – 2000

The beginning of The Fiduciary Group dates back to the summer of 1969. I was the Vice President and manager of the trust department of a major Savannah bank. Banking was in turmoil in 1969, including my employer. Under the management at the time, the bank was overextended. It had too many bad loans and…

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Celebrating 50 Years of Fiduciary Wealth Management!

We are delighted to officially celebrate our 50th anniversary this February! The team at The Fiduciary Group is dedicated to helping clients build their wealth over the long-term through sound planning, useful advice and disciplined investment management. Ever since our founding in 1970 by Lee Butler, we have followed the fiduciary model by putting client…

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Savannah Magazine’s 2019 New Guard Honoring Bess Butler

The Fiduciary Group is proud of our very own Bess Butler for being selected as one of Savannah Magazine’s 2019 New Guards! The list recognizes the next generation of innovators, entrepreneurs, artists and change makers in Savannah. In the article, she was quoted: “My grandfather, Lee Butler, started The Fiduciary Group in 1970, and my…

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