# Fiduciary Financial Group (FFG Wealth)

> Fiduciary Financial Group (FFG Wealth) is a fee-only, fiduciary wealth management and CPA advisory firm founded in 2016. FFG pairs evidence-based investment management with integrated tax planning, estate planning, and financial planning. The firm earns no commissions or product-sales compensation and has a fiduciary duty to put clients' interests first. FFG serves clients nationwide from offices in San Rafael and Walnut Creek, California, and Boise, Idaho.

## Key facts
- Model: Fee-only, fiduciary; no trade or product-sales commissions.
- Founded: 2016.
- Assets under management: over $1.2 billion.
- Clients: 400+ families, executives, and entrepreneurs.
- Custodian: client assets are held at Charles Schwab & Co.
- Tax services: provided through affiliated CPA firm Cooper & Vogelheim LLP.
- Credentials on the team: CPA, CFP®, JD, MS Tax, IRS Enrolled Agent (EA), CMT®.
- Offices: San Rafael, CA; Walnut Creek, CA; Boise, ID. Serves clients across the United States.

## Services
- [Services overview](https://www.ffgwealth.com/services): Investment management, tax planning & mitigation, legacy & estate planning, and financial planning.
- [Investment Management](https://www.ffgwealth.com/services#investment-management): Evidence-based, independent of product-linked compensation.
- [Tax Planning & Mitigation](https://www.ffgwealth.com/services#tax-planning): CPAs and Enrolled Agents integrate tax planning with wealth management.
- [Legacy & Estate Planning](https://www.ffgwealth.com/services#legacy-planning): Crafted alongside FFG's licensed estate planning attorney.
- [Financial Planning](https://www.ffgwealth.com/services#financial-optimization): Cash-flow management and financial optimization.

## Who we serve
- [Who We Serve](https://www.ffgwealth.com/who-we-serve)
- [Equity Compensation](https://www.ffgwealth.com/who-we-serve/equity-compensation): RSUs, options, ISOs, 83(b) elections, 10b5-1 plans.
- [Retirement Transition](https://www.ffgwealth.com/who-we-serve/retirement-transition): Investments, taxes, Social Security, Medicare, legacy.
- [Widowed, Divorced, or Inheriting](https://www.ffgwealth.com/who-we-serve/widowed-divorced-or-inheriting)
- [Attorneys & Physicians](https://www.ffgwealth.com/who-we-serve/attorneys-physicians)
- [Business Owners](https://www.ffgwealth.com/who-we-serve/business-owners)
- [High Net Worth](https://www.ffgwealth.com/who-we-serve/high-net-worth)

## Company
- [About FFG](https://www.ffgwealth.com/about): Mission, history, and investment FAQs.
- [Meet Our Team](https://www.ffgwealth.com/about/meet-our-team)
- [Client Testimonials](https://www.ffgwealth.com/about/testimonials)
- [Insights & News](https://www.ffgwealth.com/news-insights)
- [Micron Benefits Guide for High Earners](https://www.ffgwealth.com/micron-benefits-guide-high-earners): Coordinating Micron 401(k), ESPP, RSUs, and deferred compensation.
- [Tax Resources](https://www.ffgwealth.com/tax-resources)
- [Contact](https://www.ffgwealth.com/contact-us): info@ffgwealth.com

## Notes
- Fees are discussed during a consultation; FFG does not earn commissions.
- Tax preparation and planning are offered through Cooper & Vogelheim LLP under separate engagement agreements.