Fiduciary Financial Group, LLC Email Format

Financial ServicesCalifornia, United States11-50 Employees

Fiduciary Financial Group, LLC operates from San Rafael, California, providing financial planning and wealth management services within the financial services sector. The firm emphasizes adherence to the fiduciary standard of care, aiming to ensure that all advice and recommendations are in clients’ best interests. Its offerings cover a broad scope of planning needs, including budgets, investments, estate planning, beneficiary designations, mortgage and business financing, insurance documents, and tax returns. The approach is independent of product solicitation, with incentives aligned to growing clients’ assets within their risk tolerance. Investment activity centers on liquid, publicly traded instruments, with occasional forays into non-public offerings for diversification, under a policy that the firm and its clients invest in the same vehicles.

In addition to individual wealth management, Fiduciary Financial Group provides retirement plan consulting for small business owners, acting as a quarterback for plan design, administration, and ongoing investment oversight by speaking the same accounting language as bookkeepers, payroll, and tax professionals. The firm also supports strategic philanthropy through a partnership with Cogeo and a broad network of estate planning attorneys and tax professionals to optimize charitable gifts, including donor-advised funds and related structures. A notable recent development is the addition of two advisor hires in 2021, reflecting ongoing growth in the advisory team.

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