About us

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

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.

Our Team

Associate Advisor

Manager of Client Service Operations

Co-founder and Managing Director

Client Service Associate

Portfolio Manager and Equity Strategist

Client Service Associate

Chief Operating Officer

Chief Executive Officer

Co-founder Emeritus

Yesterday, Today, and Tomorrow

Founded in 2007, Fulcrum has always had a commitment to our clients and our community. As a majority woman-owned firm, 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.