Wealth Management for Every Stage in Life.
Fiduciary Financial Group provides comprehensive financial solutions for every stage of life. Whether you’re maximizing equity grants, planning for retirement, navigating life transitions, or managing business finances, we’re here to guide you. Our team of experts delivers tailored strategies for individuals and businesses, ensuring financial security and long-term success.
Our goal is your peace of mind.
Our comprehensive advice spans across financial investments, real estate assets, tax strategies, equity compensation, estate plan design, insurance packages, and more.
Frequently Asked Questions
What types of clients does FFG serve?
We serve high-net-worth retirees, corporate executives, tech professionals, successful business owners, and individuals navigating major life transitions such as inheritance, divorce, or widowhood. Our clients typically have complex financial situations that benefit from coordinated tax, investment, and estate planning.
Do you work with clients who have equity compensation?
Yes. We specialize in equity compensation planning for employees at companies including Anthropic, Apple, Google, Meta, Nvidia, Microsoft, Stripe, ServiceNow, and OpenAI. Our guidance covers RSU vesting, stock option exercise timing, alternative minimum tax considerations, and coordinated sale strategies, all integrated with your tax filings and broader financial plan.
Can you help with retirement transition planning?
Yes. Retirement transition planning is one of our core service areas. We help clients evaluate Social Security claiming strategies, Medicare enrollment, Roth conversion opportunities, withdrawal sequencing, and long-term income sustainability, all coordinated with tax planning.
Do you serve clients outside the Bay Area and Boise?
We serve clients across the United States from our offices in San Rafael, Walnut Creek, and Boise. While our physical offices are in California and Idaho, we work remotely with clients in many states. Contact us to confirm whether we are registered to serve clients in your state.
What makes FFG different from other wealth management firms?
Three things distinguish FFG. First, we are fee-only and fiduciary, with no commissions or product sales. Second, our team includes CPAs, a JD, Enrolled Agents, and CFP professionals working together under one roof, so tax and investment advice are integrated rather than siloed. Third, our planning is customized to each client rather than based on templated models.
How do I get started working with FFG?
The first step is a no-obligation conversation to understand your situation and goals. You can request service through our contact page or call us at (415) 352-1100 for our California offices or (208) 957-6922 for our Boise office. We will discuss your needs, explain our process and fees, and determine whether we are a good fit.