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Guiding Professionals

Every stage of career and wealth growth 

We help professionals conserve what they have earned, plan for evolving career demands, and grow long-term wealth with clarity. 

We guide high earning professionals through financial complexity, transitions, and long-range planning, helping them structure wealth that aligns with personal and family goals.

CHALLENGES

High income creates momentum — and meaningful financial decisions.

Professional careers often involve demanding schedules, inconsistent planning time, and complex financial obligations. We help bring clarity to the decisions that shape long term wealth.

What we solve for:

  • Significant income but limited time for financial coordination
  • Competing priorities across family, career, and long term goals
  • Student loans or historic debt obligations
  • Complex benefits, retirement plans, and insurance structures
  • No cohesive long term wealth plan beyond earnings
  • Rapid career changes or evolving compensation levels
Solutions

A Disciplined Framework for Professional Wealth

Purpose built strategies designed around income stability, long term planning, and family priorities.

  • Comprehensive Personal Wealth Strategies

    Guidance that aligns earnings, expenses, and long range goals to create a disciplined, sustainable path to wealth.

  • Integrated Tax and Benefit Optimization

    Coordinated planning across employer retirement plans, deferred compensation, insurance programs, and tax considerations.

  • Trust, Estate, and Legacy Planning

    Ensuring accumulated wealth, future goals, and family priorities remain aligned across generations.

  • Long-Term Financial Planning for Professionals

    Cash flow clarity, retirement readiness, insurance analysis, and structured planning that supports a lifetime of decision making.

Client Journey

Bringing structure to a busy attorneys wealth and financial life

Background

A successful attorney with increasing compensation and expanding family responsibilities lacked a coordinated framework for long-term wealth planning. Income grew steadily, but financial obligations and strategic decisions were handled reactively.

Challenges

The family faced fragmented retirement planning, inconsistent tax coordination, unclear insurance coverage, and no unified strategy across savings, investments, and estate planning. Competing priorities created uncertainty around long term readiness.

Action

TFG developed a coordinated plan that aligned income, expenses, tax strategy, and long term savings goals. The team worked with the family’s CPA and attorney to update estate documents, optimize benefit selections, and formalize a long range financial roadmap built to adapt as compensation evolved.

Outcome

The professional gained clarity around long term goals, stronger tax efficiency, and a cohesive planning structure that supported both near term needs and long term aspirations. The family moved forward with confidence, stability, and a defined path for future growth.

Your Advisory Team

Your advisory team includes attorneys, CPAs, valuation specialists, and banking partners who guide key financial decisions.

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JARED HAMMERS, CFA

Portfolio Manager

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SCOTT McGHIE, CFA

Director of Portfolio Management

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JUSTIN KOHLER, CFP®, CAIA®

Wealth Advisor

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BESS BUTLER BRUNSON, CFP®, CTFA

Wealth Advisor

INSIGHTS FOR PROFESSIONALS
Financial Planning & Retirement 401(k)

Year-End Action Items for Participants

February 2026 By: KYLE POWERS, CFP®, MBA, AIF
Beyond the Numbers Advisor Q&A

Planning for the Next Generation: Insights from Bess Butler Brunson

February 2026 By: BESS BUTLER BRUNSON, CFP®

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Conversations
That Endure.

Every relationship begins with understanding — of priorities, values, and legacy.

For families seeking a partner who measures success in decades rather than quarters, we welcome the opportunity to connect.

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”).

© Copyright 2026 The Fiduciary Group