The team at Fulcrum Partners, a OneDigital Company, wishes you and your family a Happy Easter. We hope you find time to relax, and celebrate the values that matter most in life and the renewal that comes with the Spring. Enjoy a safe and Happy Easter Holiday!
Fulcrum Partners, one of the nation’s leading and largest executive benefits advisories, announces it has been purchased by OneDigital Investment Advisors in a strategic acquisition.
Anthropologist Margaret Mead’s famous quote, “Never doubt that a small group of thoughtful, committed, citizens can change the world. Indeed, it is the only thing that ever has,” appears more than once on the Fulcrum Partners website. By most standards, our core team of managing directors and financial consultants are a “small group”. However, they take their responsibility to effect …
PONTE VEDRA BEACH, FL — (Aug 13, 2019) Fulcrum Partners Managing Director Tom Chisholm has been appointed to serve on the Advisory Council for World Bicycle Relief (WBR). A registered 501(c)(3) global nonprofit organization, World Bicycle Relief builds and distributes specially designed, locally assembled, rugged bicycles. Having delivered over 400,000 Buffalo Bicycles over the last 10 years, WBR has developed …
Happy Easter. Happy Passover. From all of us at Fulcrum Partners Advisory services offered through CapAcuity LLC and Valmark Advisers, Inc. SEC Registered Investment Advisors. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Fulcrum Partners is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.
PONTE VEDRA BEACH, FL — (Nov 15, 2018) Fulcrum Partners LLC announces the rebranding of Fulcrum Partners News, which earlier this month became, Deferred Compensation News. Scott Cahill, Managing Director Fulcrum Partners Orlando and company cofounder said, “Since rebranding our blog, we have seen a remarkable 192 percent increase in readership year-over-year, which we attribute both to the rebrand and to …
FOR IMMEDIATE RELEASE Fulcrum Partners and the Valmark Global Gift Fund Match Donations in Support of Daniel Kids PONTE VEDRA BEACH, FLA. (Sept. 7, 2017) – The Ponte Vedra Beach office of Fulcrum Partners LLC has partnered with Valmark Global Gift Fund in a $14,600 donation to the Jacksonville-based, child service agency Daniel Kids. Fulcrum Partners is one of the …
Fulcrum Partners Responds to Evolving Executive Benefits Needs PONTE VEDRA BEACH, FLA — (Aug. 10, 2017) Executive benefits advisory, Fulcrum Partners announces the launch of its extensively redesigned website. The updated site is streamlined, responsively conforms to a range of devices and platforms and has straightforward and intuitive navigation and enhanced security features. Bruce Brownell, a Managing Director and one …
A reminder for Independence Day… In June of 1776, statesman John Adams, who later became the first Vice President and the second President of the United States, wrote to his wife, Abigail, saying: “The Second Day of July 1776, will be the most memorable Epocha, in the History of America. I am apt to believe that it will be celebrated, …
To all the Fathers, Grandfathers, Step-Dads, Stand-ins, and Soon-to-Be Dads, who make families stronger, and the lives of the next generation better, Fulcrum Partners wishes you a Happy Father’s Day!
