INSIGHTS
Wooden Blocks Spell Out 'R-I-S-K'
Managing Risk
MICHAEL McLEOD, CFP®, CTFA

Since the birth of our nation, risk has been a fundamental component of our free market system. As fiduciary advisors, helping our clients prudently m...

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Year-End Action Items for Participants
KYLE POWERS, CFP®, MBA, AIF

As we approach the final weeks of 2025, there’s still time to make adjustments that can strengthen your financial plan before year-end.

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Supporting the Next Generation: A Strategic Approach to Multigenerational Gifting
MICHAEL McLEOD, CFP®, CTFA

In a recent article, we explored how individuals can effectively offer financial support for aging parents. But when it comes to supporting the younge...

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Conversations
That Endure.

Every relationship begins with understanding — of priorities, values, and legacy.

If you’re seeking a partner who measures success in decades, not quarters, we’d welcome the opportunity to connect.

The Fiduciary Group, LLC (“TFG”) is registered with the United States Securities and Exchange Commission as an investment adviser. Brokerage and investment advisory services and fees differ and it is important for you to understand the differences between them. Free and simple tools are available to research firms and financial professionals at Investor.gov/CRS, which also provides educational materials about broker-dealers, investment advisers, and investing. Page 1 of 2 ITEM 2: What investment services and advice can you provide me? CONVERSATION STARTERS: Ask Your Financial Professional… “Given my financial situation, should I choose an investment advisory service? Why or why not?” “How will you choose investments to recommend to me?” “What is your relevant experience, including your licenses, education, and other qualifications? What do these qualifications mean?” We offer investment advisory services to retail investors.

TFG primarily provides wealth management services to high-net-worth individuals and families, and investment management services for trusts, estates, pension, 401(k) and profit-sharing plans, nonprofit organizations, and other legal entities. Where requested, the principals of TFG accept appointments in their individual capacity as trustee, executor, and/or power of attorney

We offer a wide range of wealth management services to our clients who own separately managed accounts. We work with each client to establish an appropriate investment policy statement (IPS) based on the client’s objectives, unique circumstances, time horizon, and risk tolerance. We generally invest client assets in domestic and international stocks, bonds, mutual funds, and exchange traded funds (“ETFs”).

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