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Joel Philip Goodman

THE Fiduciary Group

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About Joel Philip Goodman

Joel Goodman is a financial advisor at The Fiduciary Group. Joel has been in the industry since 1999 and has experience working with a variety of clients, including individuals, families, businesses, and charitable organizations. Joel holds the Series 7 and Series 66 licenses, and is also a Chartered Financial Analyst. Joel has a strong focus on providing comprehensive financial planning services to help clients reach their financial goals.

Firm Information

Joel Goodman is currently registered with THE Fiduciary Group. THE Fiduciary Group is an investment advisor registered with the SEC and located in Savannah, Georgia. The firm provides financial planning, portfolio management for individuals and businesses, and credit and cash management solutions. They have approximately $1.61 billion in regulatory assets under management, primarily from high-net-worth individuals, corporations, pension plans, and charitable organizations.
THE Fiduciary Group

310 COMMERCIAL DRIVE

SAVANNAH, GA 31406-3682

$1.61B

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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credit and cash management solutions, insurance solutions

Credit and cash management solutions, insurance solutions

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joel Goodman’s Registration & Firm History

GA

08/06/2015 - Present

THE Fiduciary Group (SAVANNAH GA)

MA

07/30/2002 - 02/11/2003

BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)

MD

01/13/1999 - 06/18/2002

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

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Licenses & Designations

BOTH

Issued 12/17/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/12/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joel Philip Goodman.
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