Business Details
50+ Years
experience
Your Trusted Partner for Fiduciary Financial Advisory Services
Founded in 1970, Fiduciary Group has established itself as a leader in fiduciary wealth management, serving individuals, families, businesses, and nonprofits. Our philosophy centers on conserving, planning, and growing client assets with a commitment to independence, objectivity, and long-term value. With a team of seasoned professionals holding advanced degrees in finance, law, and accounting, we provide tailored financial planning, investment management, trust administration, and retirement plan advisory services. Our collaborative approach combines deep expertise in estate planning, tax strategy, and portfolio management to address complex client needs. As a fiduciary, we prioritize client interests above all else, maintaining no affiliations with banks or product providers to ensure unbiased advice. Over five decades, weve grown from a local family-owned firm to a world-class organization managing $1.1 billion in assets while retaining our entrepreneurial spirit and client-first ethos.Our strategic partnership with Focus Financial Partners enhances our capabilities while preserving operational independence. We serve clients across the Coastal region and beyond, guided by core values of integrity, competence, and unwavering devotion to client success. Our disciplined investment process emphasizes diversification, risk management, and tax-efficient strategies to deliver sustainable growth. With 14 dedicated professionals and a 50-year legacy, we continue building enduring relationships that transcend generations.
Services
Wealth Management
Investment Management
Trust Administration
Financial Planning
Retirement Plans
Asset Allocation
Estate Administration
Portfolio Management
Cash Flow Planning
Due Diligence Reporting
Details
- Year established: 1970
Highlights and features
- Weve provided fiduciary financial advice since 1970 with multi-generational expertise
- Our team includes CFA charterholders, CPAs, and CFP professionals with advanced degrees
- We operate under strict fiduciary standards with no product sales conflicts
- We offer comprehensive wealth management spanning investment strategy and estate planning
- Our strategic partnership with Focus Financial enhances resources while maintaining independence
Services
Wealth Management
Comprehensive wealth management solutions for individuals and families, including financial planning, investment strategy, and legacy preservation. Our approach combines tax-efficient strategies with risk management to grow and protect assets across generations. We tailor services to address unique client goals through personalized portfolio construction and ongoing financial guidance.
Investment Management
Active portfolio management for individuals, businesses, and institutions using diversified investment strategies. We implement customized asset allocations across equities, fixed income, and alternative investments while maintaining strict risk controls. Our process includes continuous monitoring and rebalancing to align with evolving client needs and market conditions.
Trust Administration
Specialized trust and estate administration services that simplify complex wealth transfers. We coordinate with legal and tax professionals to execute estate plans, manage inherited assets, and ensure compliance with fiduciary responsibilities. Our team provides ongoing support for trust administration, beneficiary distributions, and multi-generational wealth planning.
Retirement Plans
Fiduciary advisory services for employer-sponsored retirement plans, including participant education and investment management. We help businesses design effective retirement programs while ensuring compliance with regulatory requirements. Our services include plan evaluation, investment selection, and ongoing monitoring to support long-term retirement goals.
Financial Planning
Holistic financial planning addressing cash flow management, tax planning, and long-term wealth objectives. We develop customized roadmaps that integrate investment strategies with life goals, risk management, and estate planning considerations. Our planning process emphasizes adaptability to changing personal and economic circumstances.
People
Malcolm Butler
President and CEO
Third-generation financial professional with over 40 years of experience. Graduated from Duke University and University of Georgia Law School. Specializes in estate planning and fiduciary management. Leads strategic direction while maintaining hands-on client relationships.
Joel Goodman
Chief Investment Officer
CFA charterholder with Duke MBA and 20+ years in portfolio management. Focuses on investment strategy and risk management. Joined firm in 2003, became equity owner in 2012. Combines analytical rigor with client-focused communication.
Scott McGhie
Director of Portfolio Management
CFA and CPA with expertise in investment advisory and retirement planning. Joined in 2008 after career at major financial institutions. Specializes in complex portfolio strategies and fiduciary compliance for institutional clients.
Bess Butler Brunson
Wealth Advisor
CFP and third-generation team member with Wharton MBA and legal background. Focuses on multigenerational planning and family office services. Brings deep institutional knowledge and personalized approach to client relationships.
Kyle Powers
Director of 401(k) Advisory Services
CFP and AIF designee with military leadership background. Specializes in retirement plan education and participant guidance. Develops strategies to help employees achieve long-term financial security through workplace benefits.
Questions
What services does The Fiduciary Group offer?
We provide wealth management, investment management, financial planning, trust and estate administration, retirement plan advisory services, and asset allocation strategies for individuals, families, businesses, and nonprofits.
What does it mean to be a fiduciary advisor?
As fiduciaries, we legally must prioritize client interests above all else, avoiding conflicts of interest and maintaining independence from banks, brokers, and financial product providers.
How does The Fiduciary Group approach investment management?
We use a disciplined process emphasizing diversification, risk management, and long-term growth, combining individual securities, mutual funds, and alternative investments tailored to client goals.
Do you work with clients outside the Savannah area?
While based in Savannah, GA, we serve clients across the Coastal region and beyond through our digital platforms and nationwide partnerships.
What experience does your team have?
Our 14-member team includes CFA charterholders, CPAs, CFP professionals, and attorneys with decades of combined experience in wealth management and fiduciary advisory services.
