Category: about
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.
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.
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...
Planning for Retirement in the COVID-19 Age
This article was originally published within the Savannah Morning News, found HERE.
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 must...
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...
Navigating Uncertainty and Volatility
We’re currently in the midst of a period of heightened uncertainty, volatility, and panic due to the COVID-19 (coronavirus) pandemic. Clients are justifiably worried.
The Beginnings of The Fiduciary Group: 1970 – 2000
Lee Butler with his son Malcolm in the 1960s. The beginning of The Fiduciary Group dates back to the summer of 1969. I was the Vice President and manager of the trust department of a major Savannah bank. Banking was in turmoil in 1969, including my employer. Under the management at the time, the...
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.
Savannah Magazine’s 2019 New Guard Honoring Bess Butler
The Fiduciary Group is proud of our very own Bess Butler for being selected as one of Savannah Magazine’s 2019 New Guards! The list recognizes the next generation of innovators, entrepreneurs, artists and change makers in Savannah.