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JOEL GOODMAN, CFA

Chief Investment Officer

Joel Goodman is the Chief Investment Officer at The Fiduciary Group and is known for his analytical, client-centered approach to investing. 

Prior to joining the firm in 2003, he served as Vice President of Equity Research at Legg Mason Wood Walker, Inc. in Baltimore, Maryland and as an Associate in SunTrust’s Trust and Investment Department in Atlanta, Georgia.

Joel received his Bachelor of Business Administration degree, magna cum laude, from the University of Georgia and his MBA from Duke University. He has earned the Chartered Financial Analyst® (CFA) designation, successfully completed Cannon Financial Institute’s Trust School (I, II & III), and holds the Certified Trust and Fiduciary Advisor (CTFA) designation. Joel is a member of the CFA Institute and the New York Society of Security Analysts.

A Savannah native and graduate of Leadership Savannah, Joel currently serves on the board of directors of Hospice Savannah, Inc. He has previously served as Chair of the Board of Trustees at The Savannah Country Day School and as president of the SCDS Alumni Association.

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The Fiduciary Group, LLC (“TFG”) is registered with the United States Securities and Exchange Commission as an investment adviser. Brokerage and investment advisory services and fees differ and it is important for you to understand the differences between them. Free and simple tools are available to research firms and financial professionals at Investor.gov/CRS, which also provides educational materials about broker-dealers, investment advisers, and investing. Page 1 of 2 ITEM 2: What investment services and advice can you provide me? CONVERSATION STARTERS: Ask Your Financial Professional… “Given my financial situation, should I choose an investment advisory service? Why or why not?” “How will you choose investments to recommend to me?” “What is your relevant experience, including your licenses, education, and other qualifications? What do these qualifications mean?” We offer investment advisory services to retail investors.

TFG primarily provides wealth management services to high-net-worth individuals and families, and investment management services for trusts, estates, pension, 401(k) and profit-sharing plans, nonprofit organizations, and other legal entities. Where requested, the principals of TFG accept appointments in their individual capacity as trustee, executor, and/or power of attorney

We offer a wide range of wealth management services to our clients who own separately managed accounts. We work with each client to establish an appropriate investment policy statement (IPS) based on the client’s objectives, unique circumstances, time horizon, and risk tolerance. We generally invest client assets in domestic and international stocks, bonds, mutual funds, and exchange traded funds (“ETFs”).

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