FiduciaryVest, LLC Employee Directory

Financial ServicesGeorgia, United States2-10 Employees

FiduciaryVest, LLC is an independent, employee-owned investment advisory firm in the financial services industry, based in Atlanta, Georgia. It provides objective consulting and fiduciary oversight for retirement plans, including 401(k) and pension arrangements, as well as foundations, endowments, and hospital balance sheets. The firm emphasizes independence from external revenue sources, noting that its compensation comes directly from clients, and it tailors its guidance to each client's unique investing needs and risk context.

It describes its aim as reducing clients' exposure to fiduciary litigation by acting as a prudent steward of their interests. In 2020, Investor.com recognized FiduciaryVest among the top charitable financial advisor firms.

Find FiduciaryVest, LLC employees' phone numbers or email addresses

FiduciaryVest, LLC Global Highlights

Location
Employees

North America
11

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  • United States Of America
    11

FiduciaryVest, LLC's Leadership

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    G. B.
    Chief Investment Officer
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  • Stylized image of a person
    M. K.
    Senior Consultant
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  • Stylized image of a person
    H. S.
    Senior Consultant
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    J. S.
    Managing Principal And Sr Consultant
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    D. M.
    Principal
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    G. D.
    Senior Analyst
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  • Stylized image of a person
    L. G.
    Mba Senior Investment Analyst
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  • Stylized image of a person
    M. K.
    Senior Consultant
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FiduciaryVest, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Consultant
  • Banking
  • Finance
  • Accounting
  • Administrative
  • Other

Contact profiles from FiduciaryVest, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    G. B.
    Chief Investment Officer
    Phone icon
    United StatesGeorgia
    Jun 08, 2026
  • Stylized image of a person
    M. K.
    Senior Consultant
    Phone icon
    United StatesGeorgia
    Jun 08, 2026
  • Stylized image of a person
    H. S.
    Senior Consultant
    Phone icon
    United StatesGeorgia
    Jun 08, 2026
  • Stylized image of a person
    J. S.
    Managing Principal And Sr Consultant
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    United StatesPennsylvania
    Jun 26, 2026
  • Stylized image of a person
    D. M.
    Principal
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    Oct 22, 2024
  • Stylized image of a person
    G. D.
    Senior Analyst
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    UNITED STATES
    Jul 07, 2024
  • Stylized image of a person
    L. G.
    Mba Senior Investment Analyst
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    Jul 07, 2024
  • Stylized image of a person
    M. K.
    Senior Consultant
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    UNITED STATES
    Jun 08, 2026
  • Stylized image of a person
    J. D.
    Asset Allocation Strategist
    Phone icon
    Jan 09, 2026

Frequently Asked Questions

What is FiduciaryVest, LLC known for?

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FiduciaryVest, LLC was founded in 2005 operates in the Financial Services industry. The company's main headquarters is located in 600 Galleria Parkway Atlanta, Georgia 30339 United States; you can contact the main corporate office by phone at . Explore FiduciaryVest, LLC's company overview page for more information.

What is FiduciaryVest, LLC's most common email format?

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FiduciaryVest, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more FiduciaryVest, LLC email formats with LeadIQ.

How many employees does FiduciaryVest, LLC have currently?

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FiduciaryVest, LLC has approximately 5 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are FiduciaryVest, LLC's key employees and leadership?

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As of June 2026, FiduciaryVest, LLC's key employees include:

  • Chief Investment Officer: G. B.
  • Senior Consultant: M. K.
  • Senior Consultant: H. S.
  • Managing Principal And Sr Consultant: J. S.
  • Principal: D. M.

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