Broker Check

Who We Serve

Fulcrum Financial Group seeks to build long-term relationships with clients who value a trusted advisor and have a minimum of $250,000 in investable assets.

Retirees: Work to Secure Your Retirement Lifestyle
Fulcrum Financial Group works with clients who are within 10 years of retirement and are looking to build long-term assets while minimizing risk.

Women in Transition: Purpose to Pursue Financial Confidence
Fulcrum Financial Group builds rewarding relationships with successful women in our community who have unique challenges and individual goals. Clients benefit from Fulcrum’s commitment to excellent service and effective ongoing communication.

Business Owners: Manage Your Business While We Manage Your Investments
Fulcrum Financial Group works with entrepreneurs who look to a trusted advisory team to build a financial future for their families. We also work with business owners who are looking to sell all or a portion of the company they’ve worked so hard to build.

Educators and Engineers: Focus on What Interests You Most
Fulcrum Financial Group works with many university professors and administrators, engineers, and service professionals. We’ll help you maintain good stewardship of your financial assets so you can use your energy where you want—your career, your family, your hobbies.

Business Retirement Plans: Caring For Your Employees
Fulcrum Financial Group works with small businesses who have a minimum balance of $750,000 in retirement plan assets. We will leverage the benefits you are providing your employees by offering investments and employee education in an efficient and consistent manner.