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

April 2020  By: MALCOLM BUTLER, JD
Why You Should Write a Letter to Your Executor–and What to Say in It
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.

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Malcolm Butler’s History of The Fiduciary Group: 2000 – 2020

March 2020  By: MALCOLM BUTLER, JD
Malcolm Butler’s History of The Fiduciary Group: 2000 – 2020
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 20 years and, even during these...

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Celebrating 50 Years of Fiduciary Wealth Management!

January 2020  By: TFGADMIN
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.

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Promotion Announcement

August 2019  By: TFGADMIN
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...

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Investing in Continuing Education

October 2018  By: TFGADMIN
Investing in Continuing Education
  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...

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Oh No! The Big 5-0

September 2018  By: TFGADMIN
Oh No! The Big 5-0
  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...

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The Schwartzburt Family Grows!

August 2018  By: TFGADMIN
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...

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The Team Continues to Grow!

June 2018  By: TFGADMIN
The Team Continues to Grow!
The Fiduciary Group is excited to announce two additions to the TFG team: Brendan Flaherty and Bess Butler.

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Savannah Fiduciary Seminar Makes 2015 Presentations and Exhibits Available Online

June 2015  By: TFGADMIN
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...

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Fiduciary Group Teams up with Focus Financial Partners

April 2015  By: TFGADMIN
Fiduciary Group Teams up with Focus Financial Partners
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.

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