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FiduciaryVest, LLC Employee Directory

Financial ServicesGeorgia, United States2-10 Employees

FiduciaryVest, LLC is an independent, employee-owned investment advisory firm in the financial services industry, based in Atlanta, Georgia. It provides objective consulting and fiduciary oversight for retirement plans, including 401(k) and pension arrangements, as well as foundations, endowments, and hospital balance sheets. The firm emphasizes independence from external revenue sources, noting that its compensation comes directly from clients, and it tailors its guidance to each client's unique investing needs and risk context.

It describes its aim as reducing clients' exposure to fiduciary litigation by acting as a prudent steward of their interests. In 2020, Investor.com recognized FiduciaryVest among the top charitable financial advisor firms.

Find FiduciaryVest, LLC employees' phone numbers or email addresses

FiduciaryVest, LLC Global Highlights

Location
Employees

North America
11

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  • United States Of America
    11

FiduciaryVest, LLC's Leadership

  • Principal at FiduciaryVest, LLC
    D. M.
    Principal
    Mobile Phone
  • Mba Senior Investment Analyst at FiduciaryVest, LLC
    L. G.
    Mba Senior Investment Analyst
    Mobile Phone
  • Asset Allocation Strategist at FiduciaryVest, LLC
    J. D.
    Asset Allocation Strategist
    Mobile Phone

FiduciaryVest, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Consultant
  • Banking
  • Finance
  • Other

Contact profiles from FiduciaryVest, LLC

Name
Title
Contact
Location
Last Update
  • Principal at FiduciaryVest, LLC
    D. M.
    Principal
    Mobile Phone
    Oct 22, 2024
  • Mba Senior Investment Analyst at FiduciaryVest, LLC
    L. G.
    Mba Senior Investment Analyst
    Mobile Phone
    Jul 07, 2024
  • Asset Allocation Strategist at FiduciaryVest, LLC
    J. D.
    Asset Allocation Strategist
    Mobile Phone
    Jun 26, 2026

Frequently Asked Questions

What is FiduciaryVest, LLC known for?

Minus sign iconPlus sign iconFiduciaryVest, LLC was founded in 2005 and operates in the Financial Services industry. You can contact FiduciaryVest, LLC's main corporate office by phone at
+1-404-446-****
. Explore FiduciaryVest, LLC's company overview page for more information.

What is FiduciaryVest, LLC's most common email format?

Minus sign iconPlus sign iconFiduciaryVest, LLC employees' email format typically follows the pattern of First.Last@fiduciaryvest.com. Trying to find reliable and up-to-date employee contact data? Find more FiduciaryVest, LLC email formats with LeadIQ.

How many employees does FiduciaryVest, LLC have currently?

Minus sign iconPlus sign iconFiduciaryVest, LLC has approximately 6 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are FiduciaryVest, LLC's key employees and leadership?

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As of August 2026, FiduciaryVest, LLC's key employees include:

  • Principal: D. M.
  • Mba Senior Investment Analyst: L. G.
  • Asset Allocation Strategist: J. D.

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