Bess Butler Brunson Honored in Georgia Trend's 40 Under 40 Issue

September 2021  By: TFGADMIN
Bess Butler Brunson Honored in Georgia Trend's 40 Under 40 Issue
The Fiduciary Group's 401(k) Investment Advisor Bess Butler Brunson, CFP® was recently named to Georgia Trend’s 2021 40 Under 40 class for her contributions to the Savannah community and the state of Georgia. Brunson is the only Savannah-area honoree featured in Georgia Trend’s 40 Under 40 issue...

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Goodman and McLeod Earn CTFA Designation

July 2021  By: TFGADMIN
Goodman and McLeod Earn CTFA Designation
Please join us in congratulating our Chief Investment Officer Joel Goodman, CFA and Senior Wealth Advisor and Director of Financial Planning Michael McLeod, CFP® on passing the Certified Trust and Fiduciary Advisor (CTFA) exam and earning their CTFA designation. Joel and Michael have been working...

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TFG Promotes Bess Butler Brunson

October 2020  By: TFGADMIN
TFG Promotes Bess Butler Brunson
We are pleased to announce that Bess Butler Brunson has been promoted to 401(k) Investment Advisor. In her new position on the 401(k) team, she is responsible for providing retirement education and investment guidance to 401(k) plan participants, day-to-day plan support, and assisting plan sponsors...

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TFG Welcomes Cameron Kizzire Albach

October 2020  By: TFGADMIN
TFG Welcomes Cameron Kizzire Albach
We are excited to announce that Cameron Kizzire Albach recently joined our team as Communications and Office Manager. She is responsible for graphic design, marketing implementation, event planning and office management at the firm.

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Introducing Yuliya Kennedy

September 2020  By: TFGADMIN
Introducing Yuliya Kennedy
We are excited to announce Yuliya Kennedy has joined the team as a Client Services Associate. In her new position, Kennedy is a member of the firm’s client services team and is responsible for administration and reporting of client accounts.

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How to Keep Heirs From Being Spendthrifts

August 2020  By: MALCOLM BUTLER, JD
How to Keep Heirs From Being Spendthrifts
This article was originally published to subscribers of The Wall Street Journal, found HERE.

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The Fiduciary Group named in Financial Times 300 Top Registered Investment Advisers

July 2020  By: TFGADMIN
The Fiduciary Group named in Financial Times 300 Top Registered Investment Advisers
We are delighted to announce that The Fiduciary Group has been included in the Financial Times 300 Top Registered Investment Advisers list for the second consecutive year. This prestigious list recognizes top independent Registered Investment Adviser (RIA) firms across the United States.

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Continuing Professional Development: Our Director of Operations Earns his MBA

June 2020  By: TFGADMIN
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...

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Planning for Retirement in the COVID-19 Age

May 2020  By: KYLE POWERS, CFP®, MBA, AIF
Planning for Retirement in the COVID-19 Age
This article was originally published within the Savannah Morning News, found HERE.

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A Great Achievement Earned by Our Director of 401(k) Advisory Services

April 2020  By: TFGADMIN
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...

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