Fulcrum Partners
Financial Services - Johns Creek, GA, US
Fulcrum Partners Employees
Fulcrum Partners Senior Management
Fulcrum Partners Details
Securities offered through Lion Street Financial, LLC (LSF) and Valmark Securities, Inc. (VSI), each a member of FINRA and SIPC. Investment advisory services offered through CapAcuity, LLC; Lion Street Advisors, LLC (LSF) and Valmark Advisers, Inc. (VAI), each an SEC registered investment advisor. Please refer to your investment advisory agreement and the Form ADV disclosures provided to you for more information. VAI/VSI, LSF and CapAcuity, LLC. are non-affiliated entities and separate entities from OneDigital and Fulcrum Partners. ABOUT FULCRUM PARTNERS:Fulcrum Partners (fulcrumpartnersllc.com). With a team of experienced industry professionals who serve with diverse skill sets, targeted experience and in-depth expertise in executive compensation and benefits consulting, the financial professionals at Fulcrum Partners, a OneDigital Company, focus on an integrated approach to the design, financing and plan administration of executive benefits programs. Originally founded in 2007, today the company is part of the OneDigital advisory firm and has executive benefits advisory offices in Atlanta, Georgia; Chicago, Illinois; Charleston, South Carolina; Columbus and Cleveland, Ohio; Delray Beach, Orlando and Ponte Vedra Beach, Florida; Los Angeles and Newport Beach, California; Portland, Oregon; Salt Lake City, Utah and Washington D.C.THE FULCRUM PARTNERS TEAM:Steve Broadbent in Atlanta, GA; Tom Chisholm and Kenny DePaola in Chicago, IL; Christopher H. Nyland in Charleston, SC; David H. Fisher in Columbus, OH; Kristine Kopsiaftis in Delray Beach, FL; Phillip L. Currie, Jr. in Salt Lake City, Utah and Newport Beach, CA; Monte Harrick in Los Angeles, CA: Adam Monson in Newport Beach, CA; Scott Cahill, Jon Kearn, and Christine Scott in Orlando, FL; Bruce H. Brownell and Joseph A. Thompson Ponte in Vedra Beach, FL; Andrew B. Hart Washington, DC; and Craig E. Cayford in Portland, OR.
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