FOR IMMEDIATE RELEASE
Fulcrum Partners Enhances Support to CPA Firms and Independent Members of the BDO Alliance USA
PONTE VEDRA BEACH, FLA — (July 24, 2018) Fulcrum Partners LLC, one of the nation’s largest executive benefits advisories, has launched a new webpage targeted to serve the interests of accounting, consulting and service firms, specifically the independent member firms of the BDO Alliance USA. Managing Director Bruce Brownell, a company cofounder, said, “Because we are part of the BDO Alliance USA, Fulcrum Partners is positioned to draw on the resources of BDO USA, LLP, one of the nation’s leading professional services firms, and on the strengths and skills of Alliance Members. We are, however, equally focused on extending our own creative skills to other Alliance Member firms, expanding the depth and scope of their services and helping them as they serve and support their clients.”
The content-driven webpage is located at FulcrumPartnersLLC.com, and can be found under the navigation tab, “Alliance.” The Alliance page includes reports, white papers, and other hard data developed by the Fulcrum Partners team while serving accounting or consulting firms that are independent members of the BDO Alliance USA.
Fulcrum Partners Managing Director and Cofounder, G. Scott Cahill said, “Our team of seasoned professionals solves challenges that CPA firms face. Executive benefits, nonqualified deferred compensation, executive disability and life insurance, policy audits and administration, bank owned life insurance (BOLI), business succession planning and high net-worth and estate planning are our wheelhouse.”
Founded over a decade ago by executive benefits professionals who each average over 30+ years of financial industry experience, Fulcrum Partners has a nationwide network of thirteen offices.
Fulcrum Partners, an independent member of the BDO Alliance USA, is an executive benefit advisory with more than $6 billion in assets under management.
Fulcrum Partners LLC:
Fulcrum Partners LLC (www.fulcrumpartnersllc.com) is one of the nation’s leading executive benefits consultancies. A wholly independent, member-owned firm, Fulcrum Partners helps organizations enhance their Total Rewards Strategy. 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 benefits advisory team at https:// 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.
BDO Alliance USA
BDO Alliance USA is a subsidiary of BDO USA, LLP, a Delaware limited liability partnership. For more than 100 years, BDO has provided quality service through the active involvement of experienced and committed professionals. The firm serves clients through more than 60 offices over 550 independent Alliance firm locations nationwide. As an independent Member Firm of BDO International Limited, BDO serves multi-national clients through a global network of more than 73,000 people working out of 1, 500 offices across 162 countries.
BDO USA, LLP
BDO USA, LLP, a Delaware limited liability partnership, is the U.S. member of BDO International Limited, a UK company limited by guarantee, and forms part of the international BDO network of independent member firms. BDO is the brand name for the BDO network and for each of the BDO Member Firms.