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 and post-name initials that qualify you to do a job. But it is rare to find a high level of expertise that those degrees confer combined with character, honesty, professionalism, and integrity. Richard and Trevor are “hands on” and worked hard to understand my goals and my risk tolerance in developing a wealth management plan. They educate regularly, and they actually encourage questions and regular portfolio review. They are proactive, personable, accessible, and caring. They are there when you need them. They have now also assembled a “deep bench” of professionals who offer accounting services, tax planning and prep, as well as estate planning. They have done excellent work for me. I recommend them highly.