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The Fiduciary Group

Updated today

Client AUM

$1,416,739,783

Clients

621

Advisors

13

of 18 employees

About

The Fiduciary Group provides wealth management, financial planning, and separately managed account services primarily to high-net-worth individuals and families, as well as trusts, estates, nonprofit organizations, and pension and profit‑sharing plans. It also serves as an ERISA Section 3(38) investment manager for participant‑directed 401(k) plans and offers both discretionary and non‑discretionary portfolio management, with about $1.97 billion reported under management as of December 31, 2025.

The firm’s investment process is driven by fundamental research conducted by an in‑house investment team and reviewed by a monthly Investment Committee; portfolios are managed according to a documented Investment Policy Statement and aligned with one of four general strategies (Capital Preservation; Income with Growth; Growth with Income; Growth of Principal). Smaller accounts generally follow model portfolios using mutual funds and ETFs, while accounts above $500,000 are typically managed as “hybrid” portfolios that combine individual securities, bonds, and funds and are reviewed on a quarterly or annual basis depending on account type.

TFG is an indirect, wholly owned subsidiary of Focus Financial Partners and, through that parent, has arrangements that are uncommon among peers: it offers certain clients optional access to affiliated private investment vehicles managed by SCS Capital Management LLC and Origin, and it introduces clients to affiliate Focus Risk Solutions for insurance placement while using intermediaries UPTIQ and Flourish to facilitate credit and cash management solutions. The firm also accepts trustee, executor, and power‑of‑attorney appointments by principals for clients and participates in adviser‑matching programs (SmartAsset and Acceleration One), all of which create conflicts the firm discloses and manages in its Form ADV.

Client services

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals
Credit and cash management solutions, insurance solutions

Expertise

Private / alternative investments Trust structures (GRAT, IDGT, revocable) Business exit / sale strategy Wealth management

Occupation focus

Founder/Business Owner Retired

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Fee options

Fixed

Bill pay services start at $150 per quarter; fixed fees for non-managed or non-discretionary consultations negotiated case-by-case; executor services minimum fee $10,000; trustee services minimum fee $5,000 to $7,500 depending on investment management usage

Percentage

$0 - $1,000,000: 1.00% $1,000,000 - $3,000,000: 0.90% $3,000,000 - $5,000,000: 0.70% $5,000,000 - $10,000,000: 0.60% $10,000,000 - $20,000,000: 0.50% $20,000,000 - $40,000,000: 0.40% $40,000,000 - $60,000,000: 0.35% $60,000,000 - $80,000,000: 0.30% $80,000,000 - $100,000,000: 0.25% $100,000,000 - $120,000,000: 0.20%

Subscriptions

SmartAsset matching program subscription fee of $1,774 per month; Acceleration One program flat fee of $1,350 per month

Other

Account minimum: $500,000 Minimum fee: Minimum annual fee of $5,000 per client relationship ($1,250 per quarter) for separate account management

Main office

310 Commercial Drive

Savannah GA 31406-3682

Advisors at this office

13

Most active in

California · Colorado · Florida · Georgia · Louisiana · Maine · Maryland · New Hampshire · North Carolina · Pennsylvania · South Carolina · Texas · Virginia

Also doing business as

The Fiduciary Group · The Fiduciary Group, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

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.

Private / alternative investments Trust structures (GRAT, IDGT, revocable) Business exit / sale strategy Wealth management Founder/Business Owner Retired
user avatar

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.

Private / alternative investments Trust structures (GRAT, IDGT, revocable) Business exit / sale strategy Wealth management Founder/Business Owner Retired
user avatar

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.

Private / alternative investments Trust structures (GRAT, IDGT, revocable) Business exit / sale strategy Wealth management Founder/Business Owner Retired
user avatar

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.

Private / alternative investments Trust structures (GRAT, IDGT, revocable) Business exit / sale strategy Wealth management Founder/Business Owner Retired
user avatar

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.

Private / alternative investments Trust structures (GRAT, IDGT, revocable) Business exit / sale strategy Wealth management Founder/Business Owner Retired
user avatar

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.

Private / alternative investments Trust structures (GRAT, IDGT, revocable) Business exit / sale strategy Wealth management Founder/Business Owner Retired
user avatar

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.

Private / alternative investments Trust structures (GRAT, IDGT, revocable) Business exit / sale strategy Wealth management Founder/Business Owner Retired
user avatar

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.

Private / alternative investments Trust structures (GRAT, IDGT, revocable) Business exit / sale strategy Wealth management Founder/Business Owner Retired
user avatar

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.

Private / alternative investments Trust structures (GRAT, IDGT, revocable) Business exit / sale strategy Wealth management Founder/Business Owner Retired
user avatar

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.

Private / alternative investments Trust structures (GRAT, IDGT, revocable) Business exit / sale strategy Wealth management Founder/Business Owner Retired
user avatar

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.

Private / alternative investments Trust structures (GRAT, IDGT, revocable) Business exit / sale strategy Wealth management Founder/Business Owner Retired
user avatar

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.

Private / alternative investments Trust structures (GRAT, IDGT, revocable) Business exit / sale strategy Wealth management Founder/Business Owner Retired
user avatar

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.

Private / alternative investments Trust structures (GRAT, IDGT, revocable) Business exit / sale strategy Wealth management Founder/Business Owner Retired
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