General Info

Fulcrum Wealth Advisors is a fiduciary financial advisory and investment management firm based in Bellevue, Washington, serving US citizens living stateside and abroad. Each of our advisors has been through several bull and bear markets, but it was 2008 that made it clear how important it is to provide fiduciary services. Our fee-only financial planning business model and investment structure mean that no corporate parent and no pre-negotiated contracts hold sway over our clients' best interests. As a result, our advisors are empowered to defend their clients' best interests and serve as true partners in building and protecting wealth.