Employee Spotlight: Michael McLeod

As a Savannah native, Michael McLeod always felt a pull to get back to his hometown. Michael attended Washington and Lee University in Virginia, where he met his wife Bradley just a few weeks into their freshman year. After graduating, they decided to move to Atlanta, where Michael worked for a large multi-national law firm….

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Introducing Kyle Powers, MBA, AIF

We are excited to announce Kyle Powers has joined the team as the firm’s new Director of 401(k) Advisory Services. In his new position, Kyle will work with companies to develop strategic, well-rounded 401(k) plans, help their employees save for retirement, and offer participant financial education and individual counseling. He brings more than a decade…

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The Dangers of Public WiFi

August 2019  By: BRENDAN FLAHERTY

At The Fiduciary Group, we proactively take a number of precautions every day, using a wide range of technology to minimize the risk of compromising client information. It’s important for our clients to exercise caution as well, particularly when using public WiFi. WiFi hotspots are popular, convenient amenities — often available free of charges at…

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Promotion Announcement

The Fiduciary Group recently promoted Bess Butler to Associate Investment Advisor. In her new position, Bess is responsible for client relationship management, client communications and portfolio reviews. She joined The Fiduciary Group in 2017 as a Client Services Associate and is the third generation of the Butler family to work at TFG, which was originally…

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Introducing Michael R. McLeod, CFP®

We are excited to announce Michael R. McLeod has joined the team as the company’s new Senior Wealth Advisor and Director of Financial Planning. In his new position, McLeod is responsible for expanding the firm’s financial planning services and fostering life-long, wealth management client relationships with coastal Georgia and South Carolina’s high net-worth individuals and…

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July is National Retirement Planning Month

Julia joined WTOC Mid-Morning LIVE to give sound advice and tips on saving for retirement. Watch the interview here!

Cyber Security — Thoughts in Hindsight

June 2019  By: BRENDAN FLAHERTY

Imagine your entire world being turned upside down. You thought it wouldn’t happen to you. But now your accounts have been hacked and you are exposed. For many, cyber security is an afterthought until it happens personally. Yet taking simple steps can greatly improve your chances of avoiding data exposure. Below are 10 habits that…

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Employee Spotlight: Carey Schwartzburt

Family Focus & Individual Achievement Almost eleven years ago, one year after completing her BFA in Graphic Design at SCAD and working in Atlanta, a young Carey Black longed for an opportunity to return to her beloved Savannah. Lucky for her, The Fiduciary Group understood the fundamental need for any company to manage a consistent…

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What to Do When a Loved One is Diagnosed with Dementia

May 2019  By: MALCOLM BUTLER, JD

We have seen an increase in the number of our clients or their parents suffering from dementia.  According to the Alzheimer’s Association, there are just under 6 million Americans living with Alzheimer’s and this figure is expected to grow to nearly 14 million in the next 30 years.  As we continue to live longer, the…

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Sustaining Family Wealth & Unity

May 2019  By: JULIA BUTLER, CFP®, JD, MBA, CFEI, BESS BUTLER

Historically, 70% of inheritors squander their inheritance, and 90% of families fail to maintain their family unity and wealth for more than three generations.  If Financial Planning helps protect and grow your money, and Estate Planning prepares your money for your family,  Heritage Design, the third element of successful multi-generational planning, helps prepare your family for…

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