Premier EXECUTIVE BENEFITS CONSULTANTS

Leadership in Integrated Executive Compensation

In every industry, there is a leader … a distinctive authority that stands above all others. When the industry is executive benefits consulting and you are seeking the true specialists in integrated executive compensation, that leader is Fulcrum Partners.

Leadership, understanding, creativity, and accountability, all validated by knowledge and wisdom—this is the value proposition the specialists at Fulcrum Partners intend to bring to every client relationship. Energizing synergistic strategic alliances in order to help fulfill each client’s specific needs, the team at Fulcrum is trusted by many of the biggest names in business today, including both publicly held and large private companies.

Core Competencies Offered by the Professionals at Fulcrum Partners:

  • Executive Benefits Consulting
  • Executive Benefit Benchmarking
  • Benefit Financing Strategies
  • Executive Wealth Management
  • Institutional Investment Advisory

Serving Your Organization’s Needs

Fulcrum Partners, LLC. was founded in Ponte Vedra Beach, Florida, in 2007, by three former senior consultants of the Executive Benefits Division of Clark Consulting (a division of European-based AEGON, a large international insurer). Prior to the formation of Fulcrum, the founding members, Bruce H. Brownell, CFP®; Scott Cahill; and Joseph Arthur Thompson CFP® collectively had accrued more than 60 years of experience in executive compensation and benefits consultancy. Today Fulcrum Partners has grown to a team of 19, including 10 additional partners who were former senior Clark Consultants and who together, mean Fulcrum Partners serves its clients with more than 200 years of combined professional experience.

Since that time, Fulcrum Partners has continued to grow, offering its clients a unique combination of industry specialists with diverse skill sets, targeted experience, and in-depth expertise in executive compensation and benefits consulting. Fulcrum Partners is a wholly independent, member-owned firm, dedicated to helping clients enhance their Total Rewards Strategy by leveraging the firm’s intellectual capital, experience, and broad multidisciplinary industry relationships.

Integrated Executive Compensation, Institutional Benefits Financing, and Advanced Human Resources Services:

Within today’s corporate governance environment, there is a compelling need to coordinate the traditionally separate disciplines of Executive Compensation, Executive Benefits and Perquisites, Benefit Liability Financing, Investment Advisory, and Fiduciary Responsibility into a fully integrated Total Rewards strategy. Fulcrum consultants recognize that in any organization, there exists an optimum balance between incentive, reward, retention, transparency, and cost. Our objective is to help you and your organization achieve that equilibrium.

Our partnerships with hundreds of public and private companies throughout the country position us to help our clients in areas beyond executive compensation and benefits consulting. We provide consultation and coordination in specialized areas of broad-based employee benefit programs, focusing on areas for improved efficiencies and effectiveness in the employee benefits market.

Our Partnership Strategy

First and foremost, we are consultants. Our job is to understand our clients’ needs and objectives and to provide guidance on the various design elements of their executive benefit and employee benefit plans. We believe that proper design is important to governance, leadership, plan participants, and other stakeholders. The professionals at Fulcrum Partners bring a great depth of knowledge, experience and, importantly, independence to all consulting arrangements.  On our client’s behalf, we represent the marketplace with no obligations to sell proprietary products or services that can result from ownership or investment from outside entities. At Fulcrum Partners, we operate with the interest of our clients in mind, utilizing an entirely open architecture business model by working with some of the best resources for funding and plan administration in the industry.

Our Services:

Plan Design

  • Deferred Compensation
  • Supplemental Executive Retirement Plans
  • VEBA’s (Post Employment Benefits)
  • DB Pension Strategies
  • Executive Annuity
  • Executive 162 Bonus

Financial Diagnostics

  • Mutual Funds
  • Corporate & Trust Owned Life Insurance
  • EBA’s (Post Employment Benefits)
  • Alternative Investments Hedging Strategies
  • Total Return Swaps
  • ETF Portfolios

Other HR Related Services

  • Group Life, Disability and Accident
  • Dependent Eligibility Verification
  • Total Retirement Outsourcing
  • 401(k)

RFP Assistance

  • Nonqualified Plan Record
    Keeping and
    Administration
  • Voluntary Benefits

Corporate & Individual
Investment Advisory

  • Qualified & Non-qualified Plans
  • Individual Portfolios
  • ETF Portfolios
  • Alternative Investment Hedging Strategies
  • Total Return Swaps

EXPERTISE that INSTILLS CONFIDENCE®


Securities offered through ValMark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Suite 300, Akron, OH 44333-2431, Tel: 1-800-765-5201. Investment Advisory Services offered through ValMark Advisers, Inc., which is an SEC Registered Investment Advisor. Fulcrum Partners LLC is a separate entity from ValMark Securities, Inc. and ValMark Advisers, Inc.

This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of ValMark Securities, Inc., or ValMark Advisers, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed.

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