Pivot Financial Group | Kennewick, WA

WEALTH ADVISORS CRAIG MARCUM, ERIN SMITH & RICHARD BARTLETT

PIVOT FINANCIAL GROUP

Here to help you pursue your day at the beach.

FREEDOM TO BE YOURSELF

...because confidence is a valuable commodity.

FINANCIAL PLANNING

...because it's never too soon.

PREPARING FOR WHAT MATTERS MOST

...because it's all about legacy.

SECURING THEIR FUTURE

...because they are counting on you.

INVESTING IN YOUR FUTURE

...because you've earned it.

MEET THE PIVOT FINANCIAL GROUP TEAM OF ADVISORS

CRAIG MARCUM

CRAIG MARCUM

cmarcum@pivotfg.com

ERIN SMITH

ERIN SMITH

esmith@pivotfg.com

RICHARD BARTLETT

RICHARD BARTLETT

rjbartlett@pivotfg.com

EXPLORE THE PIVOT LIBRARY OF FINANCIAL EDUCATION

The Utility of Sector Investing

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

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New Retirement Contribution Limits for 2026

New Retirement Contribution Limits for 2026

A look at the new retirement contribution limits from the IRS.

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Five Most Overlooked Tax Deductions

Five Most Overlooked Tax Deductions

Five overlooked tax deductions to help manage your tax bill.

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>> View All Resources

FINANCIAL PLANNING

Let us help you discover the financial future that is waiting for you.

CONTACT THE PIVOT TEAM TODAY