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

The Junk Drawer Approach to Investing

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Learn More

The Cost of Procrastination

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

Learn More

Filing Final Tax Returns for the Deceased

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.

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