Fulcrum Wealth Advisors
Financial AdvisingHours:
10940 NE 33rd Pl #210, Bellevue WA 98004 Hours
About Fulcrum Wealth Advisors
Fulcrum Wealth Advisors is an independent financial management firm based in Bellevue, Washington, serving US citizens stateside and abroad. Each of our advisors has been through several bull and bear markets, but it was 2008 that made it clear how important it is to provide fiduciary services. As a result, Fulcrum Wealth Advisors was founded to provide an effective and integral client/advisor relationship. Our fee-only financial planning business model and investment structure mean that no corporate parent and no pre-negotiated contracts hold sway over our clients ’best interests. As a result, our advisors are empowered to defend their clients ’best interests and serve as true partners for building and protecting wealth.
Most Recent Reviews
April 2026
Jim has been managing my accounts for 13 years and has done an incredible job. I highly recommend Fulcrum Wealth Advisors.
March 2026
Fulcrum Wealth Advisors have exceeded my expectations and have minimized the risks associated with investing while providing strong account performance.
February 2026
I especially appreciate the consistent communication I receive from Jim and staff. He has managed my accounts since my retirement in 2020.
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