Fiduciary Financial Group
Fiduciary Financial Group

CPA Advisors,Trusted Wealth Managers

We believe financial planning is a life-long event.Ultimately, our goal is your peace of mind.

Trusted by professionals at the world’s most ambitious teams

Anthropic
Meta
Google
Apple
Nvidia
Microsoft
ServiceNow
Stripe
OpenAI
Latham & Watkins
Wilson Sonsini
Micron
Idaho Power
Clearwater
Power Engineers
Anthropic
Meta
Google
Apple
Nvidia
Microsoft
ServiceNow
Stripe
OpenAI
Latham & Watkins
Wilson Sonsini
Micron
Idaho Power
Clearwater
Power Engineers
Our Services

Wealth Management Redefined.

Personal, highly customized, and always tax-aware advice, coordinated under one roof so every decision works in concert.

Explore all services

Investment Management

Evidence-based investing, built around your goals and risk tolerance.

Fiduciary Pledge

We earn no commissions. Our only duty is to you.

Our Expertise

Proactive planning. Your growth.

FFG has a deep roster of professionals with decades of investment, tax, accounting, & legal experience who can deliver an unmatched value proposition. We serve high net worth retirees, executives, tech professionals, & successful business owners & strive to ensure they are maximizing their financial efforts.

Our comprehensive advice spans across financial investments, real estate assets, tax strategies, equity compensation, estate plan design, insurance packages, & more. We earn no trade or financial product sales commissions & only have a fiduciary duty to our clients. This model, coupled with our partners’ spotless records, reinforces a relationship built on trust & transparency.

Fiduciary
Only model, no commissions
40+
Five-star reviews
Decades
Combined experience
Meet our team
Client Reviews

Your dedicated investment company with top-notch financial stability.

40+ five-star client reviews
Take the guesswork and headache out of taxes and make things easy! Pairing them with your investment strategy allows you to be in a prime position every year. They really care about your success and care about you and your family’s future.
TS
T Sco
San Rafael, CA
I would like to say a very heartfelt thank you to Richard, Trevor, and the entire team at the Boise office. They truly are a fiduciary. They always put my interest first. They are guiding my happy retirement with care and precision.
RB
Ron B
Boise, ID
Trevor Scotto and the group at Fiduciary Financial have been amazing financial advisors and tax preparers. They are trustworthy and take time to listen and help with all your financial planning needs. Couldn’t recommend them more!
MK
Metha K
San Rafael, CA
Excellent customer service by knowledgeable professionals.
PL
Paula L
Boise, ID
Love working with these guys. I've left comment here before, but now in 2024, FFG are still the people I share with my friends and family as THE people to work with. That's the highest form of compliment that I can give.
SM
Steve M
San Rafael, CA
In addition to their commitment to maintaining a fiduciary-responsible approach, I'm impressed by Richard, Trevor and their team's attention to detail, responsiveness and professionalism. I sleep well knowing my account is in collectively qualified hands.
GT
Greg T
Boise, ID
So glad we found FFG to take care of our financial strategy and taxes. It is reassuring that FFG is looking after us, allowing more time for us to focus on our retirement activities!
TS
Tom S
Boise, ID
Partners and staff are friendly, personal, thoughtful, responsive, and diligent. We could not ask for more from a financial advisor!
SF
Shane F
Boise, ID
I started working with team a couple of months ago and it has been so nice to have a trusted team paying attention to the financial performance of my portfolio.
ST
Shawna T
San Rafael, CA
View All Reviews

Testimonials reflect genuine experiences of our clients. No incentives were provided.

Who and when we help build wealth

From individuals & families to professionals, we transform financial futures.

Our comprehensive advice spans across financial investments, real estate assets, tax strategies, equity compensation, estate plan design, insurance packages, and more. We serve high-net-worth retirees, executives, tech professionals, and successful business owners.

  • Business Sales
  • Inheritances
  • Career Changes
  • Real Estate Transactions
Meet our expert advisors

Navigating your financial horizon with our leaders.

Meet the whole team

Richard Davey

PartnerCPA, CFP®

Tom Vogelheim

PartnerCPA, JD

Trevor Scotto

PartnerCPA, CFP®, CEPA

Shayne Cooper

PartnerCPA, MS Tax
Stay ahead of market & industry trends

Invest your way: simple or sophisticated, always customized.

FFG has a broad menu of investment options to serve investors across the entire spectrum, from those who prioritize simplicity, to those who want extensive options and customization with their portfolios.

  • 01Dynamic ETF Models
  • 02Individual Stock & Bond Portfolios
  • 03Separately Managed Accounts (direct indexing, options, munis, long/short)
  • 04Private Equity & Debt
  • 05Real Estate
Dynamic portfolio management
Elevating wealth potential beyond legacies

We believe financial planning is a life-long event.

Join us at Fiduciary Financial Group® and experience the difference of working with a dedicated team that prioritizes your interests above all else.

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We plan for
  • You.
  • Your Family.
  • Your Causes.
  • Your Passion.
  • Your Legacy.
Get in Touch

Reach out to discuss your investments & wealth management requirements.

Our goal is your peace of mind. Schedule your private consultation, and our team responds within one business day.

Get in touch with us
San Francisco Bay Area
San Rafael
1101 Fifth Ave., Suite 305
San Rafael, CA 94901
(415) 352-1100
San Francisco Bay Area
Walnut Creek
1299 Newell Hill Pl., Ste 300
Walnut Creek, CA 94596
(415) 352-1100
Boise Metro
North End
2601 N. Bogus Basin Rd.
Boise, ID 83702
(208) 957-6922