FBG PRIVATE WEALTH

You deserve peace of mind through each phase of your financial journey

Affiliations & Credentials

Our Approach

Most advisors sell. 
We serve.

Our practice is built on a simple belief: your needs come first – always. That's why we limit the size of each advisor's client base, commit to a 24-hour response guarantee, and never let sales quotas drive our decisions. Our singular focus is protecting and growing your wealth, on your terms.

Older couple shaking hands with a woman holding a tablet in a bright room.

Services

What makes us different?

Financial Planning

A holistic plan that maps your assets, income, and goals into a clear, actionable roadmap – and adapts as your life changes.

Retirement Planning

Income strategies, withdrawal sequencing, and Social Security optimization – built to make your retirement last.

Insurance Planning

Objective review of your coverage needs – life, disability, long-term care – without the conflict of commission-based advice.

Estate Planning

Coordination of your estate documents, beneficiary designations, and wealth transfer strategy – working alongside your attorney.

Tax Planning

Tax-efficient investment structuring and year- round planning to minimize what you owe and keep more of what you've earned.

Investment Management

Discretionary portfolio management with a long- term perspective – aligned with your risk tolerance, time horizon, and goals.

Blog

Latest Insights

Workplace Financial Education
Naming Account Beneficiaries: Don’t Overlook this Important Planning Opportunity
Fiduciary Governance
SECURE Act 2.0: How the New Legislation Could Impact You
Retirement Planning
How to Maximize Your Employee Stock Purchase Plan (ESPP)
View all Insights

FAQ

Your questions, answered.

How does Fiduciary Benefits Group support retirement plan participants and employees?

FBG provides workplace financial education virtually and on-site, including group meetings, one-on-one support, and access to personalized financial planning for all employees. Employees are also provided with access to Estate Planning resources and can get a Will for zero cost!

Does FBG offer clients access to a CERTIFIED FINANCIAL PLANNER™ professional?

Yes, every FBG client can expect to work with a CERTIFIED FINANCIAL PLANNER™ professional who is held to rigorous ethical and fiduciary standards, ensuring your individual financial goals and wealth management needs are always the priority.

What types of retirement plans does FBG specialize in designing?

FBG constructs various institutional plan structures tailored for efficiency and tax health, including:

  • 401(k), 403(b), and 457 plans
  • Cash Balance plans
  • Endowments/Foundations
  • Prevailing Wage plans
How do FBG’s fees compare to industry averages?

FBG believes that consulting compensation should correspond solely to the value added rather than fluctuating with market and contribution growth. They offer clients the option to be billed on a flat-dollar basis rather than strictly using variable consulting fees that rise automatically as more funds are contributed to a plan.

What makes Fiduciary Benefits Group's approach different from other financial advisors?

Unlike many firms driven by sales quotas, FBG prioritizes client service by limiting the size of each advisor's practice. They operate under a 24-hour response commitment and challenge industry norms- such as the over-reliance on Target Date Funds—to provide truly personalized financial advice.

Get in Touch

We're here when you need us.

Have a question about your plan or want to explore how FBG can help? Reach out – we'll get back to you promptly.

Main Office
844-967-8491
En Español
800-954-3762
4660 La Jolla Village Dr, Suite 100
San Diego, CA 92122
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