Description of Firm Fiduciary Wealth Group, LLC (“FWG”) is a registered investment adviser organized as a limited liability company in the State of Ohio, with its principal office location in Dayton, Ohio. Randolph Erik Gantt and John Charles Girvin are the owners of our firm. The following paragraphs describe our services and fees. Please refer to the description of each investment advisory service listed below for information on how we tailor our advisory services to your individual needs. As used in this Brochure, the words "we," "our," and "us" refer to FGA and the words "you," "your," and "client" refer to you as either a client or prospective client of our firm. Wealth Management Services Wealth management services consist of ongoing financial planning and discretionary investment management services where we manage our clients’ investments within the larger context of the client’s overall wealth management and planning process. These services include an initial consultation along with follow up consultations, as may be agreed, to discuss your unique investment objectives, time horizon, risk tolerance, tax circumstances, and various other financial factors. Based on our evaluation of the foregoing factors, we will use the information we gather to develop a strategy that enables our firm to give you continuous and focused investment advice and/or to make investments on your behalf. As part of our wealth management services, we will customize an investment portfolio for you in accordance with the comprehensive financial plan that we create as part of our onboarding process. Once we construct an investment portfolio for you, we will monitor your portfolio's performance on an ongoing basis, and will periodically rebalance the portfolio as required by, among other things, changes in market conditions and in your financial circumstances. Clients are required to notify our firm immediately if their financial circumstances and/or investment objectives change from what has already been disclosed to our firm. If you engage our firm for wealth management services, you must grant our firm discretion over the selection and number of securities to be purchased or sold for your account(s). Discretionary authority enables our firm to execute transactions within your account without obtaining your consent or approval prior to each transaction. In limited circumstances and in our sole discretion, we may accept instructions from you that limit our discretionary authority (for example, limiting the types of securities that can be purchased or sold for your account). Such requests must be presented to our firm in writing. Please refer to Item 16 of this Brochure for more information on how we manage your account(s) with discretion. We do not sponsor, manage, or participate in any wrap fee programs. Our wealth management services include complimentary ongoing tax preparation and filing services. Financial Planning and Consulting Services We offer financial planning and consulting services where we provide a variety of advisory services to clients regarding the management of their financial assets based upon an analysis of their individual needs. These services can range from broad-based financial planning with investment recommendations to consultative or single subject planning. Financial planning and consulting services are

based on your financial situation at the time we present our recommendations to you, and on the financial information you provide to us. You must promptly notify our firm if your financial situation, goals, objectives, or needs change. You are under no obligation to act on our financial consulting recommendations. Should you choose to act on any of our recommendations you are not obligated to implement such recommendations through any of our other investment advisory services, and you may act on our recommendations by placing securities transactions with any brokerage firm. Tax Preparation and Filing Services As part of our financial planning and consulting services, we also provide stand-alone tax preparation and filing services. Retirement Plan Consulting Services We offer retirement plan consulting services to employee benefit plans and their fiduciaries based upon the needs of the plan and the services requested by the plan sponsor or named fiduciary. In general, these services may include an existing plan review and analysis, plan-level advice regarding fund selection and investment options, investment management, education services to plan participants, investment performance monitoring, and/or ongoing consulting. The ultimate decision to act on behalf of the plan shall remain with the plan sponsor or other named fiduciary. We may assist with participant enrollment meetings and provide investment-related educational seminars to plan participants on such topics as: Diversification; Asset allocation; Risk tolerance; and Time horizon. Our educational seminars may include other investment-related topics specific to the particular plan. We may also provide additional types of consulting services to plans on an individually negotiated basis. All services, whether discussed above or customized for the plan based upon requirements from the plan fiduciaries (which may include additional plan-level or participant-level services) shall be detailed in a written agreement and be consistent with the parameters set forth in the plan documents. Sub-Advisory Management Services We offer sub-advisory portfolio management services to unaffiliated third-party investment advisers (the "Primary Investment Adviser") and their clients where we manage assets on a discretionary basis as a sub- advisor using specific portfolio strategies developed by our firm. Discretionary authorization will allow us to determine the specific securities, and the amount of securities, to be purchased or sold within our investment strategies. The Primary Investment Adviser will have the initial and ongoing responsibility to collect client suitability. Types of Investments We may advise you on any type of investment that we deem appropriate based on your stated goals and objectives. We may also provide advice on any type of investment held in your portfolio at the inception of our advisory relationship. Since our investment strategies and advice are based on each client’s specific financial situation, the investment advice we provide to you may be different or conflicting with the advice we give to other clients regarding the same security or investment. We do not participate in a wrap fee program. Assets Under Management As of December 31, 2023, we manage approximately $110,717,196 in client assets on a discretionary basis.