Fiduciary Wealth Group, LLC

Joseph Doogan is a financial advisor at Fiduciary Wealth Group, LLC with one year of experience. He holds a Series 65 credential. Prior to joining Fiduciary Wealth Group, he worked at Fidelity Investments and has diverse experience including roles at York Golf Club and Total Quality Logistics. Fiduciary Wealth Group provides discretionary wealth management, financial planning, retirement plan consulting, and tax preparation services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm uses a core-and-satellite investment approach combining passive index funds and ETFs with selective active management, and offers ongoing tax services and retirement plan education alongside portfolio management.

Brad Schueler is a CFP® professional with 14 years of experience in the financial services industry. He is currently with Fiduciary Wealth Group, LLC and has previously worked at Valeo Financial, Facet Wealth, Fidelity Investments, Cassady Schiller, and CSA Financial Advisors. Fiduciary Wealth Group serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering wealth management, discretionary portfolio management, financial planning, retirement plan consulting, and tax preparation services. The firm employs a strategic asset-allocation approach using a core-and-satellite structure and provides investment-related educational seminars and participant enrollment meetings for retirement plans.

Randolph Gantt is a CFP® professional with 15 years of industry experience, currently serving at Fiduciary Wealth Group, LLC since 2018. He previously worked at Artifex Financial Group from 2011 to 2018 and has served in the United States Air Force Reserve since 1996, where he is a Squadron Commander. Fiduciary Wealth Group provides wealth management, discretionary portfolio management, financial planning, retirement plan consulting, and tax preparation services to individual and high-net-worth clients as well as pension and profit-sharing plans. The firm employs a strategic asset-allocation approach using core index and ETF positions complemented by active satellite managers, and it offers investment-related educational seminars and participant enrollment meetings for retirement plans.

John Girvin is a CFP® professional with 23 years of experience in the financial industry. He has worked at Fiduciary Wealth Group, LLC since 2019 and previously spent eight years at Artifex Financial Group. He has also been affiliated with the University of Phoenix since 2003. Fiduciary Wealth Group serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing wealth management, discretionary portfolio management, financial planning, retirement plan consulting, and tax preparation services. The firm employs a strategic asset-allocation approach with a core-and-satellite structure and offers investment-related educational seminars and participant enrollment meetings for retirement plans.