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Five Decades of Fiduciary Counsel.

Independent since 1970. Trusted across generations.
OUR FIRM

We exist to help clients protect and grow their wealth.

As a client of The Fiduciary Group, you receive a collaborative team of skilled professionals, dedicated to understanding your goals, solving your financial challenges, and preserving your legacy.

  • Integrity

    Every decision is driven by objective research and unwavering client-first judgment.

  • Relationships

    We put people first, building lasting relationships supported by a team that continually grows.

  • Discipline

    We help clients pursue meaningful goals with discipline and dependable follow-through.

  • Competency

    We solve complex challenges through shared experience and collaborative thinking.

  • Transparency

    We build trust through clarity, transparency, and aligned interests.

OUR DIFFERENCE

Independence shapes our judgement.
Precision guides our counsel.
Generations define our perspective.

We combine disciplined structure with boutique focus — ensuring strategy, simplicity, and continuity in every relationship.

Independent
Counsel

We answer only to our clients, meaning advice that’s independent and enduring.

Integrated
Strategies

Each relationship is built to outlast markets and leadership — guided by enduring fiduciary care.

Generational
Continuity

Each relationship is built to outlast markets and leadership — guided by enduring fiduciary care.

OUR LEGACY
1970
1980
1982
1985
1998
2003
2008
2012
2015
2020
2021

Our firm is founded by Lee Butler, who had worked for many years in the trust department of a large bank, managing and administering families’ assets across generations.

Today, our work continues with a forward-looking approach that integrates portfolio management, tax strategy, and family wealth planning — ensuring that each generation benefits from the same independent counsel and enduring trust that has defined our firm from the start.

Lorem ipsum dolor sit amet consectetur adipisicing elit. Voluptate quas tenetur culpa quae, dolores qui magnam facere quam quo enim dolorum perferendis, dolorem hic aut?

Lorem ipsum dolor sit, amet consectetur adipisicing elit. Exercitationem culpa fugit et, eum alias ipsa ut ratione! Molestiae obcaecati placeat omnis! Facere provident alias nihil aperiam neque vel labore dolor.

Our firm is founded by Lee Butler, who had worked for many years in the trust department of a large bank, managing and administering families’ assets across generations.

Today, our work continues with a forward-looking approach that integrates portfolio management, tax strategy, and family wealth planning — ensuring that each generation benefits from the same independent counsel and enduring trust that has defined our firm from the start.

Lorem ipsum dolor sit amet consectetur adipisicing elit. Voluptate quas tenetur culpa quae, dolores qui magnam facere quam quo enim dolorum perferendis, dolorem hic aut?

Lorem ipsum dolor sit, amet consectetur adipisicing elit. Exercitationem culpa fugit et, eum alias ipsa ut ratione! Molestiae obcaecati placeat omnis! Facere provident alias nihil aperiam neque vel labore dolor.

Our firm is founded by Lee Butler, who had worked for many years in the trust department of a large bank, managing and administering families’ assets across generations.

Today, our work continues with a forward-looking approach that integrates portfolio management, tax strategy, and family wealth planning — ensuring that each generation benefits from the same independent counsel and enduring trust that has defined our firm from the start.

Lorem ipsum dolor sit amet consectetur adipisicing elit. Voluptate quas tenetur culpa quae, dolores qui magnam facere quam quo enim dolorum perferendis, dolorem hic aut?

Lorem ipsum dolor sit, amet consectetur adipisicing elit. Exercitationem culpa fugit et, eum alias ipsa ut ratione! Molestiae obcaecati placeat omnis! Facere provident alias nihil aperiam neque vel labore dolor.

Our firm is founded by Lee Butler, who had worked for many years in the trust department of a large bank, managing and administering families’ assets across generations.

Today, our work continues with a forward-looking approach that integrates portfolio management, tax strategy, and family wealth planning — ensuring that each generation benefits from the same independent counsel and enduring trust that has defined our firm from the start.

Lorem ipsum dolor sit amet consectetur adipisicing elit. Voluptate quas tenetur culpa quae, dolores qui magnam facere quam quo enim dolorum perferendis, dolorem hic aut?

Lorem ipsum dolor sit, amet consectetur adipisicing elit. Exercitationem culpa fugit et, eum alias ipsa ut ratione! Molestiae obcaecati placeat omnis! Facere provident alias nihil aperiam neque vel labore dolor.

Our firm is founded by Lee Butler, who had worked for many years in the trust department of a large bank, managing and administering families’ assets across generations.

Today, our work continues with a forward-looking approach that integrates portfolio management, tax strategy, and family wealth planning — ensuring that each generation benefits from the same independent counsel and enduring trust that has defined our firm from the start.

Lorem ipsum dolor sit amet consectetur adipisicing elit. Voluptate quas tenetur culpa quae, dolores qui magnam facere quam quo enim dolorum perferendis, dolorem hic aut?

Lorem ipsum dolor sit, amet consectetur adipisicing elit. Exercitationem culpa fugit et, eum alias ipsa ut ratione! Molestiae obcaecati placeat omnis! Facere provident alias nihil aperiam neque vel labore dolor.

Our firm is founded by Lee Butler, who had worked for many years in the trust department of a large bank, managing and administering families’ assets across generations.

Today, our work continues with a forward-looking approach that integrates portfolio management, tax strategy, and family wealth planning — ensuring that each generation benefits from the same independent counsel and enduring trust that has defined our firm from the start.

The People
Behind the Counsel

Our team share a single commitment — clarity, discipline, and enduring trust.

Each brings perspective shaped by decades of experience and a shared commitment to enduring trust.

team-1

Advisors

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Managers

team-3

Analysts

Invested In Our Community

We believe stewardship extends beyond managing assets. Through education, philanthropy, and community partnerships, we invest in the values that strengthen families, institutions, and the places we call home.

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Conversations
That Endure.

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

If you’re seeking a partner who measures success in decades, not quarters, we’d welcome the opportunity to connect.