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Fiduciary Benefits Group

EST. AUM
$1,065,821,531

CONTACTS
1

CLIENT ACCOUNTS
582

Firm Details

Metro area San Diego
CRD Number 326204
Website fiduciarybenefitsgroup.com
Client types

Overview

Fiduciary Benefits Group is a fee-only RIA, established in 2021 and based in San Diego, CA. Led by principal owner Damian Dufour, FBG specializes in retirement plan consulting and management for corporate sponsors, non-profits, and foundations. Their fiduciary-driven services include plan design, policy crafting, fee analysis, customized portfolios, governance oversight, and participant financial education, all geared toward creating efficient, compliant, and effective employee retirement solutions that prioritize client needs.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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