Fiduciary Financial Group

Bryce Wilkerson 

on Google

3 weeks ago

As a CFA charterholder, I approach wealth management and tax planning with a critical eye and a deep appreciation for technical rigor, fiduciary responsibility, and long-term thinking. In my experience, few advisors demonstrate the level of thoughtfulness, integrity, and strategic clarity that Trevor Scotto brings to his work at FFG. He takes a holistic view - combining personalized portfolio design with smart, forward-looking tax strategies. His ability to navigate the complexities of asset allocation, tax efficiency, and e... read more

Paul & Linda Worthman 

on Google

4 weeks ago

Thank goodness we found Trevor and the team at Fiduciary Financial Group! Their immediate understanding of our situation and responsiveness at every stage of our transition to them have won our gratitude and loyalty completely. Just a couple of examples out of many possible: At our first “discovery” meeting (and we’d had others with other groups) Trevor won us over immediately with his wise suggestion that would transform one of our funds into a good one for our heirs. And, they even thank us for *our* patience while we pepp... read more

Karly Petty 

on Google

2 months ago

From the first time I called this financial group, the experience was seamless. I’ve spoken to a few others in the past, but felt like I couldn’t really trust anyone. Trevor helped me with everything I needed, offering honest, informative, and valuable advice. His professionalism and clear communication made the entire process easy and stress-free. Highly recommend! 

al rogayan 

on Google

2 months ago

I'm so glad to have FFG in my corner, especially in these insane times, at such a critical time in my life. Trev is awesome! It's absolutely sine qua non to have CFPs like Trev running and maintaining my portfolio. I marvel at what he what he does. No way would I trust myself to run the show. Retirement is here for me. Time to sail off into the sunset, FFG, keep me on course!!