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August 12, 2024

National financial advisory firm names Windsor office head as new president

COSTAR National financial services firm Fiducient Advisors' Windsor office is located at 100 Northfield Drive.
By Skyler Frazer

National financial services firm Fiducient Advisors began a new era of leadership in May, with one co-founder taking over for another as president.

Mike Goss, a managing partner and chief revenue officer at the Windsor office of Fiducient Advisors, took over as president from fellow longtime managing partner Mark Wetzel on May 3. 
Fiducient Advisors is based in Chicago and has seven offices across the country.

It employs about 90 people in Windsor, at 100 Northfield Drive, which is the firm’s second-largest office representing about 40% of the company’s employees, Goss said Monday. 

Michael Goss

Goss, Wetzel and Maureen Cooper co-founded Windsor-based Fiduciary Investment Advisors in 2006. The partners grew that firm from 10 employees to about 80 employees from 2006 to 2020, before it merged with Chicago-based DiMeo Schneider and Associates in 2020. The combined firm rebranded to Fiducient Advisors to create a national company with clients across the country, Goss said Monday.

The firm now advises over $300 billion in assets from endowments, foundations, retirement plans and wealthy families, “which makes us one of the largest investment consulting firms in the country/world,” Goss said. 
  
“We work with many Hartford area nonprofits, including independent schools, colleges, hospitals, as well as many Hartford area businesses, and many of the largest law firms in the area,” Goss said. 
 
Fiducient Advisors is led by CEO Sabrina Bailey who said Goss “has demonstrated outstanding support for our nonprofit, family office, corporate and governmental clients. He’s a natural choice to follow in Mark’s footsteps.”

Goss has overseen the company’s business development and marketing initiatives during his time as a managing partner, the company said, and he’ll continue serving as chief revenue officer.

Goss earned his MBA from Babson College in Massachusetts and his bachelor’s degree at  Boston College.

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