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

All Muni Bonds Are Not Created Equal

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

Learn More

Choosing a Retirement Plan that Fits Your Business

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Learn More

Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

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