Fiduciary Benefits Group
Serving or selling: A financial advisor’s dilemma.
In an industry focused on the bottom line, our dedication to client service is rare.
From limiting the size of each advisor’s practice, to our 24-hour response commitment, our singular focus is enhancing the client experience while protecting their hard-earned wealth.
FBG is a fee-only advisory practice, serving the needs of clients throughout Southern California in the following areas of expertise: Financial Planning, Investment Management, Tax Planning, Insurance Planning, Estate Planning, and Retirement Planning.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.