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.

  • Executive benefits consultants who average more than 30+ years in executive compensation and benefits consulting
  • Nationwide offices from Washington D.C. to Los Angeles, California
  • Clients include medium to large, publicly- and privately-held companies, many that have been clients of our senior vice presidents for decades
  • 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

Bluffton, SC

Delray Beach, FL

Los Angeles, CA

Newport Beach, CA

Ponte Vedra Beach, FL

Portland, OR

Salt Lake City, UT

Washington, D.C.

Westlake, OH (Cleveland)


* 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.