Welcome Baby James!

November 2021  By: TFGADMIN
Welcome Baby James!
We are pleased to welcome our newest addition to The Fiduciary Group family. Cameron and her husband Drew are proud new parents to James who was born on November 9th.    Cameron joined in firm in 2020 as the Communications and Office manager. She is responsible for graphic design, marketing...

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Kimberly Beiter Joins The Fiduciary Group as Client Services Associate

October 2021  By: TFGADMIN
Kimberly Beiter Joins The Fiduciary Group as Client Services Associate
Join us in welcoming Kimberly Beiter as a Client Services Associate. In her new position, Beiter is a member of the firm’s client services team and is responsible for the administration and reporting of client accounts.

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Hayden L. Blow Joins The Fiduciary Group as Research Analyst

October 2021  By: TFGADMIN
Hayden L. Blow Joins The Fiduciary Group as Research Analyst
Join us in welcoming Hayden L. Blow as a Research Analyst. In his new position, Blow serves as a key member of the firm’s investment team, with responsibilities including research, portfolio construction and trading.

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Bess Butler Brunson Earns CERTIFIED FINANCIAL PLANNER™ Certification

September 2021  By: TFGADMIN
Bess Butler Brunson Earns CERTIFIED FINANCIAL PLANNER™ Certification
We are pleased to announce that Bess Butler Brunson recently earned her CERTIFIED FINANCIAL PLANNER™ certification. The CFP® certification sets the highest standard for financial planners in the United States, requiring high competency as well as ethical and professional standards for financial...

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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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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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