About us

AS AN INDEPENDENT, EMPLOYEE-OWNED FIRM, WE ARE INDIVIDUALLY, AND AS A TEAM, DEDICATED TO YOUR FINANCIAL SUCCESS.

Smiling grandfather and two grandchildren in pool

EMPOWERED TO EMPOWER

Each of us brings unique expertise and perspectives, helping us deliver stronger strategic solutions for our clients.

CLARITY AND CONFIDENCE

We are here to meet and exceed your expectations with highly credentialed advisors and a team-oriented approach that delivers results through customized financial plans and investment strategies. We limit the number of clients each advisor takes on and enjoy a high client retention rate.

Right-Sized
We are just the right size to build lasting relationships based on trust and offer you institutional quality without the overhead and bureaucracy of a large firm.
INDEPENDENT INVESTMENTS
We take into consideration market conditions and your long-term goals to reduce risk while driving long-term performance.
VALUES-DRIVEN STRATEGIES
We learn about what matters most to you so we can align that with your investment strategy and plan.

Learn about our roots and recognition +

OUR TEAM

Alissa Wright
Alissa Wright
Manager of Client Service Operations
Darcy Johnson
Darcy Johnson
Co-founder and Managing Director
Di Thigpen-Shankles
Di Thigpen-Shankles
Client Service Associate
Hayden Wieck
Hayden Wieck, CFA
Portfolio Manager and Research Analyst
Irene Martel
Irene Martel
Client Service Associate
Janet Welcher
Janet Welcher, AEP®, CFP®
Managing Director
John Richmond
John Richmond, CFP®, CTFA
Associate Advisor
Kathryn Haggitt Fisher
Kathryn Haggitt Fisher, AEP®, CFP®
Chief Wealth Strategist
Matthew Wilkins
Matthew Wilkins, CFP®
Chief Operating Officer
Michelle Mathieu
Michelle Mathieu, CFA, CAIA®
Chief Executive Officer
Robert Kuehn
Robert Kuehn, CFA
Co-founder Emeritus
Sam Geschickter
Sam Geschickter
Investment Operations Analyst
Tim Clark
Tim Clark, CFA, CAIA®
Chief Investment Officer
Interested in joining our dynamic team?
Learn about open positions here.

YESTERDAY, TODAY AND TOMORROW

Founded in 2007, Fulcrum has always had a commitment to our clients and our community. As an employee-owned firm and woman-led organization with CEO Darcy Johnson at the helm, we continue to provide uncompromising client service. As we grow, our focus is on delivering financial success to you and sustainability to our communities. We’re proud of the work we do and appreciate the recognition from our industry and the region.

Top Financial Advisers 2019Important disclosures
RIAImportant disclosures
PSBJ 2020 100 Fastest Growing Private CompaniesImportant disclosures
PSBJ Corporate PhilanthropyImportant disclosures