Founded in 2020, Fulcrum Wealth Advisors, LLC is a Bellevue, Washington-based independent Registered Investment Advisor (RIA). The firm operates as a fiduciary, meaning it is legally obligated to act in the best interests of its clients. It provides a wide range of fee-only services, including financial planning, investment management, retirement planning, tax strategies, and estate planning. Their mission is to serve as a central point of support—a fulcrum—for their clients' financial lives, offering objective advice and personalized strategies to help them achieve their long-term goals.

Founded in

United States