The Fiduciary Group is a Savannah, Georgia-based wealth management firm with a highly professional, diversified team managing more than $1.3 billion in investment assets for individuals, families, trusts, and company retirement plans across the region. Under the leadership of Malcolm Butler, Joel Goodman, and Scott McGhie, the firm provides comprehensive financial planning and asset management services, advising families and businesses over multiple generations. The firm's mission is to protect and grow clients' wealth over the long-term through sound planning, useful advice, and disciplined investment management.
View Top Employees from The Fiduciary Group| Website | https://thefiduciarygroup.com |
| Revenue | $5 million |
| Employees | 22 (22 on RocketReach) |
| Founded | 1970 |
| Address | 310 Commercial Dr, Savannah, Georgia 31401, US |
| Phone | (912) 303-9000 |
| Fax | (912) 303-9001 |
| Technologies |
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| Industry | Investment Management, Finance General, Consulting Services (B2B), Finance, Other Commercial Services |
| Web Rank | 7 Million |
| Keywords | Fiduciary Group Savannah, Passive Mutual Funds |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies |
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The Fiduciary Group Questions
The The Fiduciary Group annual revenue was $5 million in 2024.
Shanon Caddick is the Chief Compliance Officer and Director of Finance of The Fiduciary Group.
22 people are employed at The Fiduciary Group.
The Fiduciary Group is based in Savannah, Georgia.
The NAICS codes for The Fiduciary Group are [5239, 523, 52393, 52].
The SIC codes for The Fiduciary Group are [62, 628].
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ViewIaccp Shanon
Chief Compliance Officer and Director of Finance at The Fiduciary Group
Savannah, Georgia, United States1 -
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