A complete list of active advisors currently associated with Fiduciary Financial Group, LLC
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Fiduciary Financial Group is a fee‑based advisory firm that manages just over $1 billion for individuals, high‑net‑worth households, and retirement plan sponsors, offering discretionary asset management, ongoing financial planning, ERISA plan services, private placement advice for accredited investors, and public educational seminars. Clients include individuals, corporations, and qualified plans, and the firm operates both model portfolios and individually managed accounts. The firm describes a research approach that includes fundamental, technical and cyclical analysis and implements portfolios using ETFs, mutual funds, individual stocks, closed‑end funds and options strategies (including covered‑call writing) as appropriate to client objectives. Ongoing planning and tax advisory are integrated with asset management; the firm may engage sub‑advisors and will coordinate with outside professionals as part of its service model. Fiduciary Financial Group’s structure is notable for its affiliations: Cooper & Vogelheim, LLP, a CPA firm, owns a material interest in the firm and provides tax services to clients under separate engagement agreements, and an affiliated law practice (FFG Law) provides estate‑planning services to California clients — the brochure discloses fee‑credit arrangements that may offset advisory fees when clients use those affiliates. The firm also documents referral and endorsement arrangements and discloses the use of client testimonials in advertising, and it permits limited use of derivatives and small, client‑requested cryptocurrency trust positions (e.g., GBTC/BTC/ETHE up to 1–2% of a portfolio), all of which the brochure frames with conflict‑management disclosures.
To learn more about the advisors currently working at Fiduciary Financial Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Fiduciary Financial Group, LLC's office locations.
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