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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Why You Should Write a Letter to Your Executor–and What to Say in It

April 2020  By: MALCOLM BUTLER, JD

This article was originally published to subscribers of The Wall Street Journal, found HERE. I once had a client who half-jokingly told me he wanted to be buried with his iPhone in his hand so he could call me—the executor of his estate—from the afterlife to make his voice heard. Writing a letter to your…

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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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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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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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Investing in Continuing Education

October 2018  By: SHANON ROYAL, CPA, IACCP®

  The Fiduciary Group is proud to announce that Shanon Royal has obtained her IACCP® compliance designation. Successful completion of the certification program demonstrates commitment to professional development of the knowledge, skills, and best practices required in administering the firm’s compliance program, testing and reviews. Shanon joined TFG in April of 2016 as Director of…

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Oh No! The Big 5-0

September 2018  By: JOEL GOODMAN, CFA

  Joel Goodman, Chief Investment Officer of The Fiduciary Group, celebrated his 50th birthday on September 12th. TFG celebrated this big milestone by decorating Joel’s office with an embarrassing amount of balloons and by serving up a birthday breakfast for the whole team to enjoy. There was plenty to celebrate, as this year also marks Joel’s…

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The Schwartzburt Family Grows!

August 2018  By: CAREY SCHWARTZBURT

  Carey joined The Fiduciary Group in 2008. Since then, the TFG Team has had the pleasure of watching her marry her husband, Joseph Schwartzburt, and have three beautiful children. The most recent addition to their family is Piper Joan who was born August 4th at 11:12am weighing seven pounds and one ounce. Carey’s other…

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