Pivot Financial Group

WEALTH ADVISORS CRAIG MARCUM, ERIN SMITH & RICHARD BARTLETT

Here to help you pursue your day at the beach.

Learn More

FREEDOM TO BE YOURSELF

...because confidence is a valuable commodity.

LEARN MORE

FINANCIAL PLANNING

...because it's never too soon.

LEARN MORE

PREPARING FOR WHAT MATTERS MOST

...because it's all about legacy.

LEARN MORE

SECURING THEIR FUTURE

...because they are counting on you.

LEARN MORE

INVESTING IN YOUR FUTURE

...because you've earned it.

LEARN MORE

MEET THE PIVOT FINANCIAL GROUP TEAM OF ADVISORS

CRAIG MARCUM

cmarcum@pivotfg.com

ERIN SMITH

esmith@pivotfg.com

RICHARD BARTLETT

rjbartlett@pivotfg.com

EXPLORE THE PIVOT LIBRARY OF FINANCIAL EDUCATION

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

Learn More

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

Learn More

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Learn More

>> View All Resources

FINANCIAL PLANNING

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

Learn More