Fulcrum Financial Group

Fulcrum Financial Group Award-winning Financial Advisors
Sarah Carlson, CFP®, CLU®, ChFC®, CDFA® Owner / LPL Financial Life Manager;
Travis R.

Messinger, CFP® LPL Financial Wealth Advisor
Jonna Damiano, RICP® LPL Financial Wealth Advisor Fulcrum Financial Group, headquartered in Spokane, WA, is a comprehensive financial services firm that is focused on developing financial strategies that create financial confidence and balance for our clients. Our mission is to develop strategies that increase wealth for our clients through long term e

ffective investment management. We build client relationships based on trust, comprehensive professional advice, continual communication, and prompt personal service. We offer a full range of services including, WEALTH MANAGEMENT, FINANCIAL PLANNING, INSURANCE STRATEGIES, RETIREMENT AND ESTATE PLANNING, and WOMEN'S FINANCIAL GUIDANCE. Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC finra.org sipc.org. Third party posts found on this page do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Fulcrum Financial Group
Phone: (509) 747-2075
Fax: (509) 456-2438

We are excited to feature Sarah Carlson for her recent 2026 recognitions!🏆Forbes Best-In-State Wealth Advisors, Forbes B...
05/28/2026

We are excited to feature Sarah Carlson for her recent 2026 recognitions!🏆Forbes Best-In-State Wealth Advisors, Forbes Best-In-State Top Women Wealth Advisors and a part of the Forbes Best-In-State Wealth Management Teams! Congratulations, Sarah and the team at Fulcrum Financial Group! 🎉

05/27/2026

We are in the middle of an amazing bull market and don’t let FOMO get the best of you. Have a game plan and think through the opportunity to participate. We are here to help.

This Memorial Day, we honor and remember those who gave their lives in service. We’re grateful for the freedoms—includin...
05/25/2026

This Memorial Day, we honor and remember those who gave their lives in service. We’re grateful for the freedoms—including financial opportunity—that their sacrifice protects.

💰 Financial Tip: An emergency fund should cover 3–6 months of essential expenses. It’s not just a safety net—it’s peace ...
05/15/2026

💰 Financial Tip: An emergency fund should cover 3–6 months of essential expenses. It’s not just a safety net—it’s peace of mind.

💐The best legacy is love, security, and peace of mind. Today we celebrate the moms who make it all possible. Happy Mothe...
05/10/2026

💐The best legacy is love, security, and peace of mind. Today we celebrate the moms who make it all possible. Happy Mother’s Day.

“Financial planning is more than managing money - it’s nurturing the life you’re meant to live.”
04/30/2026

“Financial planning is more than managing money - it’s nurturing the life you’re meant to live.”

“Sound advice can transform uncertainty into opportunity and fear into forward motion.”
04/23/2026

“Sound advice can transform uncertainty into opportunity and fear into forward motion.”

Address

1216 S. Grand Boulevard
Spokane, WA
99203

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Website

Alerts

Be the first to know and let us send you an email when Fulcrum Financial Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category