A complete list of active advisors currently associated with Fiduciary Wealth Group, LLC

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Fiduciary Wealth Group, LLC 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 combines ongoing financial planning with portfolio management and also offers stand‑alone tax preparation and consulting engagements. The firm’s investment approach centers on strategic asset allocation using a core‑and‑satellite framework, with passive index funds and ETFs as the core and selectively added actively managed funds in satellite positions; portfolios are monitored and periodically rebalanced. For wealth management clients the firm generally operates with discretionary authority and may employ a range of strategies (including long‑ and short‑term purchases, option writing, and cash management); it also discloses the use of AI tools for analysis and meeting transcription, with an opt‑out available. Noteworthy aspects include complimentary ongoing tax preparation and filing for wealth management clients and the availability of stand‑alone tax services, together with a retirement‑plan practice that provides participant enrollment meetings and investment‑education seminars on topics such as diversification, asset allocation, risk tolerance, and time horizon. The firm manages roughly $178 million in discretionary assets with a small advisory team, integrating investment management, tax services, and plan‑level education into its client offerings.

To learn more about the advisors currently working at Fiduciary Wealth 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.