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

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

Learn More

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Learn More

Counteracting Capital Gains with Tax-Loss Harvesting

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.

Learn More

>> View All Resources

FINANCIAL PLANNING

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

Learn More