We serve founders, families, and professionals who have built meaningful wealth and seek disciplined guidance to sustain it.

Since 1970, we have served as fiduciary partners to those managing significant resources — helping them navigate complexity with clarity, structure, and purpose.

Private Clients

We partner with individuals and families who value long-term perspective and coordinated decision-making.

Wealthy Families

Multi-generational families who value structure, transparency, and stewardship in sustaining their wealth and legacy.

Corporate Executives

Leaders navigating complex compensation structures, concentrated equity, and evolving financial priorities.

Professionals

Attorneys, physicians, and other professionals seeking to align income, savings, and long-term independence.

Retirees

Individuals transitioning from accumulation to distribution, focused on stability, income, and preservation.

Women Managing Life Transitions

Those navigating career changes, inheritance, divorce, or the loss of a loved one who seek clarity and confidence in financial decision-making.

Businesses & Business Owners

We advise organizations and entrepreneurs seeking disciplined fiduciary oversight for their retirement plans and long-term strategies.

Retirement Plan Sponsors

Employers and plan committees who value transparency, governance, and investment oversight for participant-directed and employer-funded plans.

Business Owners

Founders and closely held business leaders integrating personal and corporate planning for growth, liquidity, and succession.

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We measure relationships in decades.

If you’d like a dedicated partner to help manage the complexity of wealth, we’d value 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”).

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