The group serves clients throughout the Georgia coastal and southeast region with its wealth management, investment management, and financial planning services.
The Fiduciary Group president and CEO Malcolm Butler said: "Our decision to join Focus was influenced by their shared values and entrepreneurial business model.
"Focus has the proven ability to help family-owned firms like ours move forward into the next stage of evolution and realize their full growth potential."
Fiduciary, which offers services to high net worth individuals and families, trusts and estates, and nonprofit organisations, plans to leverage Focus’ acquisition expertise to add new talent and expand geographically.
Further, Fiduciary aims to expand its presence throughout the Southeast.
Focus Financial Partners founder and CEO Rudy Adolf said: "The Fiduciary Group’s client-centric approach, entrepreneurial spirit and future ambitions for growth make them a natural addition to the Focus partnership."
With over $325m in annual run rate revenues, Focus provides access to resources, and continuity planning for its partner firms who serve individuals, families, employers and institutions with wealth management, benefit and investment consulting services.
Image: Fiduciary Group offers wealth management, investment management, and financial planning services. Photo: courtesy of renjith Krishnan/FreeDigitalPhotos.net
