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Justin K
CFP®, Series 63, Series 65
Savannah, GA
The Fiduciary Group
Justin Kohler is a CFP® with 12 years of industry experience, currently serving as a financial advisor at The Fiduciary Group. His prior roles include positions at Sharp Wealth Advisory, Purshe Kaplan Sterling Investments, Sharp Financial Services, and AXA Advisors. Outside of his advisory work, he assists with the operations of a marketing and media company owned by his wife. The Fiduciary Group serves high-net-worth individuals and families, providing discretionary investment management for trusts, estates, nonprofits, and retirement plans. The firm employs a structured investment approach with multiple strategy profiles and integrates with the Focus Financial Partners platform to offer clients access to a broad range of financial solutions.
Michael M
CFP®, Series 66
Savannah, GA
The Fiduciary Group
Michael Mcleod is a CFP® professional with 19 years of industry experience, currently serving at The Fiduciary Group since 2019. His prior experience includes roles at SunTrust Advisory Services, SunTrust Bank, and SunTrust Investment Services, INC. The Fiduciary Group primarily serves high-net-worth individuals and families, providing discretionary investment management for trusts, estates, nonprofit organizations, and employer-sponsored retirement plans. The firm employs a documented strategy framework and integrates with the Focus Financial Partners platform to offer clients access to a broad range of financial solutions.
Scott M
CFA®, Series 63, Series 65
Savannah, GA
The Fiduciary Group
Scott Mcghie is a CFA® charterholder with 16 years of industry experience, currently serving as an advisor at The Fiduciary Group since 2015. He holds Series 63 and Series 65 licenses and is based in Savannah, GA. The Fiduciary Group serves high-net-worth individuals and families, providing discretionary investment management for trusts, estates, nonprofits, and employer-sponsored retirement plans. The firm employs a fundamental security analysis approach and offers customized portfolio strategies, integrating with the Focus Financial Partners platform to extend clients’ access to a range of financial solutions.
Joel G
CFA®, Series 66
Savannah, GA
The Fiduciary Group
Joel Goodman is a CFA® charterholder with 22 years of industry experience, currently serving as an advisor at The Fiduciary Group since 2015. He holds the Series 66 designation and is based in Savannah, GA. The Fiduciary Group primarily serves high-net-worth individuals and families, providing discretionary investment management for trusts, estates, nonprofit organizations, and employer-sponsored retirement plans. The firm employs fundamental security analysis and offers a range of strategy profiles, with investment solutions tailored by account size and access to affiliated financial services through the Focus Financial Partners platform.
Jared H
CFA®
Savannah, GA
The Fiduciary Group
Jared Hammers is a CFA® charterholder with eight years of industry experience. He has been with The Fiduciary Group since 2017 and previously worked at Orrstown Bank from 2011 to 2017. The Fiduciary Group serves high-net-worth individuals and families, providing discretionary investment management for trusts, estates, nonprofit organizations, and employer-sponsored retirement plans. The firm employs a documented strategy approach and integrates with the Focus Financial Partners platform to offer clients access to a range of financial solutions and affiliated investment vehicles.
Colin D
Series 65
Savannah, GA
The Fiduciary Group
Colin Duvall is a financial advisor at The Fiduciary Group with two years of industry experience. He holds the Series 65 designation and previously worked at Bank of America and Enmarket. The Fiduciary Group serves high-net-worth individuals and families, providing discretionary investment management for trusts, estates, nonprofit organizations, and employer-sponsored retirement plans. The firm employs a fundamental security analysis approach and offers customized portfolios supported by its integration with the Focus Financial Partners platform.
Bess B
Series 65
Savannah, GA
The Fiduciary Group
Bess Brunson is a financial advisor at The Fiduciary Group with seven years of industry experience. She holds a Series 65 credential and previously worked at The Colonial Group before joining her current firm. The Fiduciary Group serves high-net-worth individuals and families, providing discretionary investment management for trusts, estates, nonprofits, and retirement plans. The firm employs a strategy-driven approach overseen by an Investment Committee and offers clients access to a range of affiliated financial solutions through its integration with the Focus Financial Partners platform.
Malcolm B
Series 65
Savannah, GA
The Fiduciary Group
Malcolm Butler is a financial advisor at The Fiduciary Group with 22 years of industry experience. He holds a Series 65 designation and has been with The Fiduciary Group since 2015. The Fiduciary Group primarily serves high-net-worth individuals and families, providing discretionary investment management for trusts, estates, nonprofit organizations, and employer-sponsored retirement plans. The firm employs a fundamental security analysis approach and offers customized portfolio strategies, leveraging its integration with the Focus Financial Partners platform to extend clients’ access to a broad range of financial solutions.
Kaitlyn M
Series 65
Savannah, GA
The Fiduciary Group
Kaitlyn Murphy is a financial advisor at The Fiduciary Group with a Series 65 credential and one year of industry experience. Her prior work includes roles at Bank of New York Mellon and PNC Bank. The Fiduciary Group provides wealth management, financial planning, and separately managed account services primarily to high-net-worth individuals, families, and institutional clients. The firm employs a research-driven investment process and manages portfolios according to documented investment strategies, serving clients with discretionary and non-discretionary management across a range of account sizes.
Hayden B
CFA®, Series 66
Savannah, GA
The Fiduciary Group
Hayden Blow is a CFA® charterholder with seven years of experience in the financial industry. He has worked at The Fiduciary Group since 2021 and previously was with Wells Fargo Advisors. Before entering the financial sector, he held various roles including a position at Christopher Newport University’s Luter School of Business. The Fiduciary Group primarily serves high-net-worth individuals and families, providing discretionary investment management for trusts, estates, nonprofits, and employer-sponsored retirement plans. The firm employs a documented investment strategy process and leverages its affiliation with Focus Financial Partners to offer clients access to a wide range of financial solutions.
Shay F
Series 65
Savannah, GA
The Fiduciary Group
Shay Fitzgerald is a financial advisor with The Fiduciary Group in Savannah, GA. He holds a Series 65 designation and joined the firm in 2025. Prior to entering the financial industry, he has experience working in healthcare and education, including positions at Encompass Health Rehabilitation Hospital of Savannah and Georgia Southern University. The Fiduciary Group provides wealth management, financial planning, and separately managed account services primarily to high-net-worth individuals, families, trusts, estates, and nonprofit organizations. The firm manages portfolios through a structured investment process overseen by an internal committee and offers both discretionary and non-discretionary management strategies tailored to client account size and goals.
Kyle P
CFP®, Series 63, Series 65
Savannah, GA
The Fiduciary Group
Kyle Powers is a CFP® with 17 years of industry experience, currently serving as a financial advisor at The Fiduciary Group since 2019. His prior experience includes roles at IFS Securities Inc., Measured Wealth Private Client Group, and H. Beck, Inc. Powers also serves as a Captain in the U.S. Navy Reserve, where he supervises and trains personnel in support of naval operations. The Fiduciary Group primarily serves high-net-worth individuals and families, providing discretionary investment management for trusts, estates, nonprofit organizations, and employer-sponsored retirement plans. The firm employs a structured investment approach with multiple strategy profiles and integrates with the Focus Financial Partners platform to extend client access to additional financial solutions.
Kimberly B
Series 63
Savannah, GA
The Fiduciary Group
Kimberly Beiter is a financial advisor with The Fiduciary Group, holding a Series 63 designation and 13 years of industry experience. Her prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors. She has been with The Fiduciary Group since 2021. The Fiduciary Group serves high-net-worth individuals and families, providing discretionary investment management for trusts, estates, nonprofit organizations, and employer-sponsored retirement plans. The firm employs fundamental security analysis and offers multiple strategy profiles, integrating into the Focus Financial Partners platform to extend client access to additional financial solutions.
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