Pivot Financial Group

WEALTH ADVISORS CRAIG MARCUM, ERIN SMITH, ISMAEL CAMPOS & 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

ISMAEL CAMPOS

icampos@pivotfg.com

RICHARD BARTLETT

rjbartlett@pivotfg.com

EXPLORE THE PIVOT LIBRARY OF FINANCIAL EDUCATION

How Stocks Work

Understanding how a stock works is key to understanding your investments.

Learn More

Retirement Realities

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.

Learn More

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Learn More

>> View All Resources

FINANCIAL PLANNING

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

Learn More