Fulcrum Partners Works on Your Behalf

Recognizing that you and your company have unique and distinctive needs, Fulcrum Partners leverages its intellectual capital, experience, and broad multidisciplinary industry relationships for your success.

  • Founded in 2007 by financial industry executives who average more than 31 years in executive compensation and benefits consulting
  • Headquartered in Ponte Vedra Beach, FL, with nationwide offices from Washington D.C. to Honolulu, HI
  • Wholly member owned, allowing the firm to remain independent, flexible, and responsive
  • Clients include medium to large, publicly- and privately-held companies, many that have been clients of our managing directors for decades
  • Fulcrum Partners is an Independent Member of the BDO Alliance USA
  • Check the background of the Fulcrum Partners investment professionals on FINRA’s BrokerCheck
  • View the Fulcrum Partners 7-Step Executive Benefit Plan Consulting Process
  • Are you interested in what it means to be part of the Fulcrum Partners team? Find out more about what it takes to be an ideal Fulcrum Partners candidate.


Atlanta, GA

Charleston, SC

Chicago, IL

Columbus, OH

Delray Beach, FL

Honolulu, HI

Los Angeles, CA

Newport Beach, CA

Ponte Vedra Beach, FL

Portland, OR

Salt Lake City, UT

Washington, D.C.

Westlake, OH


* Valmark Securities, Inc. and Valmark Advisers, Inc.
** Lion Street Financial, LLC. and Lion Street Advisors, LLC.
*** CapAcuity, LLC., Lion Street Financial, LLC, and Lion Street Advisors, LLC.