FOR IMMEDIATE RELEASE
PONTE VEDRA BEACH, FL — (December 12, 2017) As a year-long celebration of a remarkable decade in business comes to a close, Fulcrum Partners LLC concludes its tribute to its managing directors by honoring the company’s founding office in Ponte Vedra Beach, Florida. Recognized as one of the largest and leading executive benefit advisories in the U.S., Fulcrum Partners has expanded over the past ten years from a single Florida-based office to thirteen nationwide locations.
Founder and managing director Joseph A. Thompson launched the firm in 2007. Known for providing creative solutions to complex problems, Joe is a detail-driven, belt-and-suspenders kind of business professional, who never enters a room without an egress plan in mind. Many of his peers recognize him as a pioneer in the field of executive compensation and rely on him for his knowledge and in-depth understanding of corporate tax structures. With 44 years of industry experience, Joe is a cornerstone of the company, and is largely responsible for Fulcrum Partners laudable position in the industry today.
“The opportunities I have had,” said Joe, “consulting with countless businesses in an extensive range of industries and providing financial advisory services have been exciting and fulfilling. In creatively solving problems for companies, I have been privileged to see organizations and their executives strengthen and stabilize their futures.”
In a partnership that many might deem a business “odd-couple,” Joe passed the leadership of Fulcrum Partners on to co-founder and managing director Bruce H. Brownell. Flexible and resourceful, Bruce has helped steer the company as it has grown to more than $6B in assets under management.
Starting with his degree in literature and his seven years in the U.S. Navy as atypical building blocks for underpinning and growing his successful 29-year career in financial consulting, Bruce’s résumé includes more than twenty years of experience focused on executive benefits and financial planning. Bruce is the founder and president of Fulcrum Partners Wealth, LLC. He is a CERTIFIED FINANCIAL PLANNER™, holds Series 6, 63, 65, and 7 Registrations and is a specialist in Internal Revenue Code Section 409A.
Earlier this year, Fulcrum Partners became an independent member of the BDO Alliance USA, a corporate direction that Bruce initiated and led. As a top producer at Fulcrum Partners, Bruce delivers tax deferred executive compensation arrangements, supplemental retirement strategies and other sophisticated executive benefit and performance based plans.
“When we started Fulcrum Partners,” said Bruce, “I expected it to succeed and grow. But even I did not envision that ten years out of the starting gate, we’d be leading the way in executive benefits consulting.
“Over the past year, we’ve launched an engagement strategy that is putting facts and data science directly into the hands of our clients and prospects. Those outside the company tell me we are “growth-hacking” at an amazing level. Any way you describe it, Fulcrum Partners is clearly blazing new trails in our profession and our clients are reaping the rewards of these initiatives.”
To learn more about executive benefits consulting and other financial services provided by Fulcrum Partners Ponte Vedra Beach, (Jacksonville) Florida, contact 904.296.2563.
Fulcrum Partners LLC:
Fulcrum Partners LLC (www.fulcrumpartnersllc.com), an independent member of the BDO Alliance USA, is a wholly independent, member-owned firm dedicated to helping organizations enhance their Total Rewards Strategy. Founded in 2007, today the company has offices in Atlanta, Georgia; Chicago, Illinois; Charleston, South Carolina; Columbus, Ohio; Delray Beach, Orlando and Ponte Vedra Beach, Florida; Honolulu, Hawaii; Houston, Texas; Los Angeles and Newport Beach, California; Portland, Oregon; and Washington D.C. Learn more about the Fulcrum Partners executive benefit advisory team: fulcrumpartnersllc.com/fulcrum-partners-team/.
Securities offered through Registered Representatives of Valmark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Akron, OH 44333-2431, 1-800-765-5201. Investment Advisory Services offered through Valmark Advisers, Inc., which is a SEC Registered Investment Advisor. Fulcrum Partners LLC is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.