Seize the future: Invest with FFG
experience delivering innovative solutions
Personalized and Proactive Guidance with Institutional Experience
Our Mission.
“There is never a bad time for good advice”
– Benjamin Franklin
At FFG, our mission is to equip you with the knowledge and tools needed to reach your financial aspirations. Whether you’re planning for retirement, managing complex investments, or striving for peace of mind about your financial future, we are here to support and guide you every step of the way.
company history.
Roots in public accounting & corporate finance
2016.
The Founding Vision
We built FFG with a chip on our shoulder, feeling that clients deserved more. We were tired of hearing advisors say “we don’t give tax advice” and knew that clients should expect a better service for the fees they paid their wealth management firms.
2020.
Tax Firm + FFG
FFG Merges with tax firm Cooper & Vogelheim, LLP. Our vision has always been to have a tax focused lens when helping clients make financial decisions. Our tax team enables us to provide best in class tax services to add even more value.
2025.
Financial Excellence & Beyond
Today we work with 250+ successful families and tech entrepreneurs with over $900,000,000 in assets under management—and growing!
investment FAQ’s.
Empowering your Financial Choices globally
Clear answers to common questions about our services, financial planning process, and client support. Explore this resource to learn how we can help you achieve your financial goals.
We maintain 3x the base-line E&O insurance coverage limits for each occurrence and in aggregate.
Fiduciary Financial Group’s® Code of Ethics is based on the guiding principle that the interests of the client are our top priority. Fiduciary Financial Group’s® officers, directors, advisors, and other employees have a fiduciary duty to our clients and must diligently perform that duty to maintain the complete trust and confidence of our clients. When the potential for conflict arises, it is our obligation to put the client’s interests over the interests of either employees or Fiduciary Financial Group®. We are also required to disclose any actual, potential, or perceived conflicts of interest. We hold this standard so near and dear to our hearts that we decided to include it in our name, Fiduciary Financial Group®.
Fiduciary Financial Group® takes cybersecurity very seriously, and only partners with those who take it equally as seriously. We use the IT company, Professional Computer Support (pcs-sf.com) which has been providing IT monitoring and maintenance for the last 30 years. We also use dual factor authentication for all systems where client information is stored to ensure that only those with proper authority are accessing your information. Finally, we maintain cybersecurity coverage for both our tax firm and wealth management firm. All employees understand and sign our compliance manual which states that, “client information is confidential and may not be distributed in any way nor discussed with anyone who is not an employee of Fiduciary Financial Group®.”
Juris Doctor (JD): Tom Vogelheim
Certified Public Accountant (CPA): Richard Davey, Trevor Scotto, Tom Vogelheim, Shayne Cooper, Carine Arend, Braxton Parish, Carson Inglin, Benjamin Brajcich, Brian Meunier
Certified Financial Planner (CFP®): Richard Davey, Trevor Scotto
Master of Science in Tax: Shayne Cooper, Braxton Parish
IRS Enrolled Agent (EA): Christopher Moore, Samantha Bleeck, Benjamin Fookes
Chartered Market Technician (CMT®) – Christopher Moore
Certified Exit Planning Advisor (CEPA®) – Trevor Scotto
Clients’ assets directly under management: ~$1,050,000,000
To ensure that the assets of our clients are never in the wrong hands, our client’s investment assets are custodied at Charles Schwab & Co. which custodies a total of $10 Trillion as of Dec 31, 2024.
- Every account comes with Schwab’s Security Guarantee, which states: “Schwab will cover losses in any of your Schwab accounts due to unauthorized activity.”
- Accounts at Schwab are insured by the Securities Investor Protection Corporation (SIPC) up to $500,000 of protection for brokerage accounts held in each separate capacity (e.g., joint tenant or sole owner), with a limit of $250,000 for claims of uninvested cash balances.
- Additional brokerage insurance—in addition to SIPC protection—is provided to Charles Schwab & Co., Inc. accounts through underwriters in London. Schwab’s coverage with Lloyd’s of London and other London insurers, combined with SIPC coverage, provides protection of securities and cash up to an aggregate of $600 million, and is limited to a combined return to any customer from a Trustee, SIPC, and London insurers of $150 million, including cash of up to $1,150,000. This additional protection becomes available in the event that SIPC limits are exhausted.
- We never have standing authority to move assets between accounts unless the names and social security numbers on both accounts match. Any 3rd party transfers require signed paperwork by the client.
FFG utilizes several highly differentiated research sources to challenge our perspective to produce new ideas.
1. Macro Insights: Schwab, Dimensional Fund Advisors, JP Morgan Chase, BlackRock, Vanguard, First Trust, Advisor Perspectives
2. Sector Views: Schwab, Ned Davis
3. ETF & Mutual Fund Ratings: Morningstar, Schwab
4. Individual Stock Analysis: Schwab, Morningstar, Value Line, Brownstone, Motley Fool, CFRA, Argus
5. Nobel Prize Winning Factor Based Research: Dimensional Fund Advisors
6. Technical Analysis: Schwab Equity Ratings & Ned Davis
Our key client segments are technology company executives, business owners, physician groups, law firm partners, retirees, and affluent families.
Our Client’s Companies.
