The Fiduciary Group Investment Managers

The Fiduciary Group Investment Managers CONSERVE. PLAN. GROW.® Independent Asset Management Based on What’s Best for You.

At The Fiduciary Group, our mission is to build, protect, and grow our clients’ wealth over the long-term through sound planning and disciplined investment management. Our philosophy to building wealth is defined by three words which we have memorialized in our tagline: Conserve Plan Grow®.

Happy Labor Day from all of us at The Fiduciary Group.Today, we recognize the hard work, dedication, and contributions t...
09/07/2026

Happy Labor Day from all of us at The Fiduciary Group.

Today, we recognize the hard work, dedication, and contributions that strengthen our families, businesses, and communities.

Wishing you and your loved ones a safe and relaxing holiday.

A will, trust, power of attorney, or healthcare directive can be essential. But documents alone may not answer every que...
08/31/2026

A will, trust, power of attorney, or healthcare directive can be essential. But documents alone may not answer every question when a family is facing a transition.
Who understands the intent behind the plan?
Who knows which advisors to call?
Who is prepared to help make decisions if timing matters?

For many families, readiness is not about sharing every financial detail. It is about creating enough clarity so the right people understand their roles, know where to turn, and can act thoughtfully when needed.

Planning is not only about what is written down. It is also about helping the people involved feel prepared.

Visit thefiduciarygroup.com to learn more.

Urgent requests are designed to make people move quickly.That is why a message asking you to transfer funds, share accou...
08/26/2026

Urgent requests are designed to make people move quickly.
That is why a message asking you to transfer funds, share account details, buy gift cards, click a link, or “confirm” sensitive information should create a pause, especially if it feels unexpected or out of character.

Before taking action, consider a simple rule: verify through a separate, trusted channel.

Call the person directly. Use a phone number you already know. Ask a family member or advisor to review the request. Taking a few extra minutes can help prevent a costly mistake.

Cybersecurity awareness does not require expertise. Often, it starts with slowing down before money or information moves.

Learn more about our planning-first approach at thefiduciarygroup.com.

For Colin Duvall, CFP®, CPFA, retirement plan advisory work is about helping people make steady progress toward a goal t...
08/19/2026

For Colin Duvall, CFP®, CPFA, retirement plan advisory work is about helping people make steady progress toward a goal that can feel distant, complex, or difficult to define.

As a 401(k) Investment Advisor at The Fiduciary Group, Colin works with retirement plan sponsors and participants to help make company retirement plans more understandable, accessible, and useful.

In this month’s TFG Spotlight, Colin shares how his work supports businesses and employees, why retirement readiness often starts with small, consistent steps, and how completing the IRONMAN 70.3 Gulf Coast reinforced that same mindset.

We also want to congratulate Colin for recently receiving his CFP® certificate!

Read Colin’s full TFG Spotlight on our website: https://www.tfginvest.com/insights/tfg-spotlight-colin-duvall

Digital tools can make it easier to research questions, track accounts, and manage parts of your financial life between ...
07/23/2026

Digital tools can make it easier to research questions, track accounts, and manage parts of your financial life between advisory conversations. But convenience and privacy do not always go hand in hand.

In his latest article, Justin Kohler, CFP®, CAIA®, looks at how families can use AI tools and financial apps with more awareness, including why it is important to be thoughtful about the information you share, the permissions you grant, and the tools you choose to trust.

Read the full article on our website: https://www.tfginvest.com/insights/ai-and-your-finances-balancing-convenience-and-privacy

Account access is easy to overlook until it becomes urgent.During a transition, emergency, or suspected fraud attempt, h...
07/16/2026

Account access is easy to overlook until it becomes urgent.

During a transition, emergency, or suspected fraud attempt, having trusted contacts and safeguards in place can help reduce confusion and protect decision-making.

A few details worth reviewing:

➡️Who is listed as a trusted contact
➡️Where key documents and contact information are stored
➡️How requests involving money movement will be verified

These small steps can help create clarity when timing matters.

Visit tfginvest.com to learn more about our planning-first approach.

Protecting your financial life today includes more than portfolio and estate planning. It also means being thoughtful ab...
07/09/2026

Protecting your financial life today includes more than portfolio and estate planning. It also means being thoughtful about how information is shared, accessed, and verified online.

A few simple habits may help reduce risk:

➡️Pause before responding to urgent requests
➡️Verify instructions before moving money
➡️Use secure portals when sharing documents
➡️Keep trusted contact information current

Cybersecurity awareness doesn’t have to be complicated. It starts with clear habits and a healthy pause before acting.

Learn more about our planning-first approach at tfginvest.com.

07/04/2026

Happy Independence Day from all of us at The Fiduciary Group.

We hope you enjoy a safe and happy holiday with family and friends.

Saving for a child’s future often starts with a simple question: What are we really saving for?Education, future milesto...
07/01/2026

Saving for a child’s future often starts with a simple question: What are we really saving for?

Education, future milestones, long-term security, and family priorities may each call for a different approach. The right account is not always the most obvious one, and the best decision depends on how the goal fits within the broader plan.

In her latest article, Bess Butler Brunson looks at several ways families can think about saving for children, and why generosity should be balanced with long-term financial security.

Read the full article on our website: https://www.tfginvest.com/insights/saving-for-your-children-matching-accounts-to-goals

Disciplined investment management is not about reacting to every headline. It is about building a sound process, maintai...
06/25/2026

Disciplined investment management is not about reacting to every headline. It is about building a sound process, maintaining patience through volatility, and keeping client outcomes at the center of each decision.

In this month’s TFG Spotlight, we’re featuring Jared Hammers, Portfolio Manager, whose work includes research, portfolio construction, and implementation across client portfolios.

Jared’s approach reflects a steady belief: durable outcomes are built through quality, valuation discipline, thoughtful diversification, and a process designed to hold up through changing market conditions.

Read Jared’s full TFG Spotlight on our website: https://www.tfginvest.com/insights/tfg-spotlight-jared-hammers-cfa

Address

Savannah, GA

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 4pm

Telephone

(912) 303-9000

Website

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