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.

Excellent customer service by knowledgeable professionals.

I hardly know where to start with this review. Honestly, I’d give Trevor and the whole team at FFG 10 stars out of five. Last year, I went through a divorce, and for the first time in 30 years, I had to learn to manage [...]

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!

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.

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.

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. They have answered all of my questions and provided detailed insights for what to do [...]

I have been working with FFG and in particular, Trevor Scotto, for a number of years and can honestly say, they are the best. I worked with several financial advisors in the past and continued to be frustrated with their inability to work with a [...]

I got in on the ground floor with Fiduciary Financial Group in 2016 when I was referred to Richard Davey and subsequently, Trevor Scotto by my former financial advisor, and I have never looked back. It is one thing to possess all the necessary education [...]

FFG have been fantastic to work with. Trevor & team have had a thoughtful, considerate approach to driving our portfolio forward. They have strong relationships, are data driven, and have advised to our outlook / desires. They’ve also been very helpful in supporting our tax [...]

Working with Fiduciary Financial Group has been a phenomenal experience! My husband and I have full confidence in Trevor, Ben and the team. Their attention to detail, professionalism and support have blown us away. I really appreciate them taking the time to understand our goals [...]

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!

FFG has been an excellent partner in helping us understand our finances and plan for the future. In particular for equity-based compensation (RSUs, options, etc.), their guidance has been clear on how to manage everything from offers, to selling, to tax strategies. Very responsive and [...]

The FFG team are such great advisors and partners to work with from everything to asset management to estate and tax planning. I've been with them for years and the level of service is beyond what any other firm has ever provided to me. Highly [...]

Fiduciary Financial Group has been a game-changer for my investments, especially my Roth IRA. As a high net worth investor, I appreciate their fiduciary focus, meaning they're legally bound to prioritize my needs. They don't push products for commissions, and their fees are transparent. Their [...]

Fiduciary Financial Group offers an invaluable service. From the very beginning, working with them has been incredibly easy and convenient. They have a large team of knowledgeable professionals who always have the resources and information needed to address any questions or concerns. What sets Fiduciary [...]

Fiduciary Financial Group has been a real help and a trusted partner for us. Trevor walked us through various options for our situation and once we settled on a plan FFG helped with all the paper work making for a very smooth process. We have [...]

Partners and staff are friendly, personal, thoughtful, responsive, and diligent. We could not ask for more from a financial advisor!

Richard and team are absolutely fabulous fiduciaries with your money; I am a client of both their financial management and tax planning services. I had purposefully sought out these services to be "under one roof", but additionally, I needed a company knowledgeable in equity grants [...]

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.

These guys go above and beyond for me and my family, they've gotten me better returns than i'd hoped for, provided genuine transparency on anything we need clarification on, and done so promptly and kindly- they even sent me a brownie on my birthday. You [...]

I've been a client at FFG for several years, and I've been consistently impressed with the quality of their services and financial guidance. Trevor, my advisor, is fantastic at understanding my goals, both short and long-term. Whenever I've had questions, Trevor and team have been [...]

I have been a client with Fiduciary Financial Group for a few years now. They have been great communicators and proactive in their approaches. When I have requested documents, they are quick to turn them around for me. There have been times when I have [...]

FFG has been absolutely wonderful for me. My dad passed away last year and left me some inheritance. I met with Richard and he took the time to take my full story, ask about my plans and aspirations, and get to know me. He then [...]

My husband’s death at the beginning of COVID was devastating and I needed advice, both short and long term. I will always be grateful that Trevor had been recommended to me. I was impressed from the beginning not only with his financial expertise, but with [...]

As a young business owner, I was advised by my accountant to seek out financial planning services. I interviewed with a number of firms and am so happy that I found FFG and Trevor. FFG has been nothing but attentive, professional, and trustworthy throughout the [...]

Retirement planning was a major concern for me until I started working with Trevor and FFG. His approach is very comprehensive while also covering tax planning and a focus on preserving my hard-earned savings. Trevor displayed a deep understanding of the conservative financial strategies I [...]

Our relationship with FFG began in late 2020 as Shelly approached retirement. We interviewed a number of financial firms—both big and boutique—and quickly realized that we wanted to work with a smaller firm that would be a partner in our retirement journey. We spoke with [...]

I've worked with FFG since they started. I used to run a large stock portfolio management company that sold software to financial advisors. This means I met a LOT of them. I stay with FFG because many advisors will tell you how they will outperform [...]

I've been working with FFG for years for taxes and this year moved into financial management and planning. They've done an awesome job of helping me plan a big life decision and making me feel financially prepared. We did budgeting to understand my spend, and [...]

Trevor Scotto is a very proficient financial planner and is well versed in all aspects of planning and investing in the various financial markets in our turbulent times. The firm does its best in preserving my investments and in building them for the future.

Trevor and his team at FFG have been extremely helpful in working with my family to manage our finances over the past year. In our introductory conversation, we set goals of what we would like to accomplish moving forward together and then discussed the fee [...]

After thoroughly researching and interviewing several wealth management companies, we chose to work with Fiduciary Financial Group and have been extremely happy with their handling of our investment funds. We have also been incredibly impressed with their personalized and customized service. Our investments are actively [...]

Extremely trustworthy, and professional firm. My family and I are lucky to have FFG to not only help secure our financial future, but they are always happy to help with any tax, estate, or retirement questions I have. They have a lot of knowledge and [...]

I starting working with Trevor Scotto for my financial, tax, and investment planning a while back and was blown away by his approach! Right from the start, it was clear he truly listened to me. I’ve always felt heard and understood. He takes the time [...]

We have loved working with Richard, Tom and team at Fiduciary Financial Group. Bringing financial advice and tax into one place with a consistent approach is powerful. They are great listeners and help us think strategically about how to best achieve our financial goals. Thank [...]

Yesterday Trevor Scotto spoke to us about what happens when life events leave a spouse in charge of investments and managing assets. There's an understanding of the gravity of the situation the spouse in in, but often they don't know what to do or where [...]

I have been referring my estate planning clients to Trevor Scotto of Fiduciary Financial Group for a couple of years now. I was so pleased with the feedback I received from my clients, that my wife and I also engaged Trevor to manage our assets [...]

Trevor Scotto is the only financial planner I trust to send my friends, family and clients to. Having the CPA background really gives him the edge on other CFPs because he understands taxes and other accounting concepts. He's excellent at explaining and simplifying complex subjects [...]