Broker Check

WEALTH ADVISORS  CRAIG MARCUM,  ERIN SMITH  &  RICHARD BARTLETT

MEET THE PIVOT FINANCIAL GROUP TEAM OF ADVISORS

CRAIG MARCUM

CRAIG MARCUM

ERIN SMITH

ERIN SMITH

RICHARD BARTLETT

RICHARD BARTLETT

EXPLORE THE PIVOT LIBRARY OF FINANCIAL EDUCATION

Rebalancing Your Portfolio

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
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Money that Buys Good Health is Never Ill Spent

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.
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Does Your Child Need to File an Income Tax Return?

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
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