We Do Insurance Differently

Fiduciary Insurance Group is a leading independent insurance brokerage serving fee-only financial planners. Our team provides expertise in the areas of life, disability, long-term care, and Medicare insurance.


What makes us different?

Independence & Objectivity

Privately-owned and operated, we are not attached to any one insurance carrier. Being independent allows us to provide advice to our clients free of outside interests.

Founding Principle

Fiduciary Insurance Group was founded on the principle of always putting our client's interest ahead of our own.

Transparent Relationship

Fiduciary Insurance Group is one of the only insurance brokerages in the industry that openly discloses its compensation on all recommendations. We feel this knowledge allows our clients to make informed decisions when purchasing insurance.

Focused Expertise

Our team advises on insurance and only insurance. We are not financial planners. Our focus is on providing clients with tailored insurance solutions.


With access to over 100 insurance companies, we have a distinct advantage over our competitors.

You've probably worked with insurance agents in the past.

They touted the merits of their "primary" insurance company and told you it was worth paying a higher premium. They didn't provide quotes from any other insurance carriers, or maybe only offered a few options. Or they might have told you an expensive whole life insurance policy was the answer to all your problems. An insurance agent like this is surrounded by conflicts of interest to sell you products in hopes of earning company trips, bonuses, and other fringe benefits. Did you get the best deal?

We have a lot to offer. Read about all of our insurance solutions below

Fiduciary Blog

Latest Post

On September 14, 2017, CMS (Medicare) revealed its new Medicare card design.  Instead of using a Social Security number as the Medicare identification number, Medicare will now use a random 11-character mix of numbers and capital letters.  As per the CMS press release, "The goal of the initiative to remove Social Security numbers from Medicare cards is to help prevent fraud, combat identity theft, and safeguard taxpayer...

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