Advocates of Literacy

March 2019  By: BESS BUTLER

Bess Butler and Lee Butler, the founder of The Fiduciary Group, participated in the Savannah Rotary Read-In together on March 13th by reading the “Little Bear” book to first graders at May Howard Elementary. Bess and Lee gave a “Little Bear” book and a teddy bear to each of the 21 students in the class. This…

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Building Teamwork

March 2019  By: /meet-our-team/ernesto-montes/, BESS BUTLER

Vince Lombardi said teamwork was… “Individual commitment to a group effort — that is what makes a team work, a company work, a society work, a civilization work.” Many famous coaches and company leaders agree that teamwork is vital to success. The two youngest members of The Fiduciary Group, Ernesto Montes and Bess Butler, play…

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An Altruist Among Us

Since arriving at the firm in 2008, Scott has been a key member of the investment team and has helped drive TFG’s growth over the past decade. Outside of the office, Scott’s impact on the local Savannah community has been just as significant. His commitment to bettering the community is exemplified through his involvement in…

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Gratitude

December 2018  By: MALCOLM BUTLER, JD

We enjoyed a wonderful Thanksgiving and Christmas, spending time with friends and family.  I have so much to be thankful for.  I am blessed to have such a wonderful family and to share time with so many exceptional friends. I am also quite fortunate to have work family and friends who have helped me build…

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We’re not just advisors, we are educators!

November 2018  By: JULIA BUTLER, CFP®, JD, MBA, CFEI

As a financial planner and investment advisor, my starting point is client education. To me this makes sense, because we all tend to be more engaged with matters that we understand—and understanding usually starts with knowledge. My goal is to empower clients with the knowledge they need to make good financial decisions for themselves and…

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Major Life Events

July 2018  By: BRENDAN FLAHERTY

Being the helpless romantic and nerd that I am, I proposed to Lauren on Tax Day 2017. We grew up an hour apart in New Hampshire. We both attended UNH and met through mutual friends. When we graduated, Lauren pursued her career in nursing while I joined a startup fintech company. Since then, we’ve traveled…

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When I’m Not Working…

June 2018  By: JULIA BUTLER, CFP®, JD, MBA, CFEI

It all started with a small plot in a community garden.  When I harvested my first bell pepper, I was hooked.  After a few years bending over two planter boxes at ground level, I decided to “straighten up.”  Literally, I wanted to stand up while I worked in my vegetable garden.  With the help of…

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Indentity Theft

March 2018  By: BRENDAN FLAHERTY

Most people have been, or know someone who has been, affected by identity theft. It happens to those in their 20’s, those in their 90’s, and to all ages in between. According to the Federal Trade Commission, identity theft occurs when someone uses personally identifying information (PII) without permission to commit fraud or other crimes….

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