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

Do Our Biases Affect Our Financial Choices?

Even the most seasoned investors have biases affecting their financial choices.

Learn More

What You Need to Know About Social Security

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

Learn More

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Learn More

>> View All Resources

FINANCIAL PLANNING

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

Learn More