Company News Archives | Page 2 of 2 | The Fiduciary Group

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!


  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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The Team Continues to Grow!

The Fiduciary Group is excited to announce two additions to the TFG team: Brendan Flaherty and Bess Butler. Brendan Flaherty is the Director of Operations, managing the firm’s technology platforms and business operations to ensure an optimal client experience.  He brings unique operational experience from financial technology vendor RedBlack Software and financial firms Scottrade and…

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Savannah Fiduciary Seminar Makes 2015 Presentations and Exhibits Available Online

The Savannah Fiduciary Seminar has made the 2015 presentations and exhibits available online in the form of podcasts, PDF downloads, and PowerPoint presentations. The Seminar brings together top professional service firms to present important updates, insights, and practical tips for 401(k) and Defined Contribution Plan managers and administrators to meet key fiduciary duties. The 2015…

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Fiduciary Group Teams up with Focus Financial Partners

April 2015  By: MALCOLM BUTLER, JD

The Fiduciary Group has entered into a strategic partnership with Focus Financial Partners effective April 1, 2015. Focus is the world’s largest partnership of independent wealth management firms, with partners across the United States and in the UK and Canada. We became the 32rd partner firm and the first and only firm in the Coastal…

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