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OneDigital Fulcrum Partners

Fulcrum Partners Announces Strategic Acquisition by OneDigital

Fulcrum Partners. January 28, 2021 Fulcrum Partners Media Releases, Fulcrum Partners News

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.

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Securities offered through Lion Street Financial, LLC (LSF) and Valmark Securities, Inc. (VSI), each a member of FINRA and SIPC. Investment advisory services offered through CapAcuity, LLC; Lion Street Advisors, LLC (LSF) and Valmark Advisers, Inc. (VAI), each an SEC registered investment advisor. Please refer to your investment advisory agreement and the Form ADV disclosures provided to you for more information. VAI/VSI, LSF and CapAcuity, LLC. are non-affiliated entities and separate entities from OneDigital and Fulcrum Partners.

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