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

Behavioral Finance

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

Learn More

How to Bake a Pie-R-A

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

Learn More

How to Appeal Your Property Taxes

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Learn More

>> View All Resources

FINANCIAL PLANNING

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

CONTACT THE PIVOT TEAM TODAY