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Founded Year



Acquired | Acquired

About Fulcrum Partners

Fulcrum Partners offer expertise in executive compensation and benefits consultancy. On January 28th, 2021, Fulcrum Partners was acquired by OneDigital. The terms of the transaction were not disclosed.

Headquarters Location

814 A1A North Suite 307

Ponte Vedra Beach, Florida, 32004,

United States




Latest Fulcrum Partners News

OneDigital’s Phil Currie Among Featured Presenters at 2022 PLANADVISER National Conference

Oct 6, 2022

Ponte Vedra Beach, Florida, UNITED STATES ATLANTA, Oct. 06, 2022 (GLOBE NEWSWIRE) -- Phillip L Currie, Jr., Senior Vice President - Retirement at Fulcrum Partners, a OneDigital Company, was among the featured speakers at the 2022 PLANADVISER National Conference, PANC. This year’s conference focused on breaking through barriers to build sustainable success for plans, practices and participants in a business environment impacted by regulations, mergers and acquisitions, provider consolidation, market volatility and heightened benefits and retirement plan participant needs. Phil Currie, who has supported the employee and executive benefits and deferred compensation needs of companies for more than 25 years, spoke to an audience of financial and retirement industry professionals on Expanding Your Business with New Clients and New Opportunities. “Both organizations and employees are looking for guidance in creating stability and growth in today’s unpredictable work environment,” said Phil. “They are turning to plan advisors, financial planners and other retirement and compensation experts to offer them solutions and help guide them. Executive benefit planning and the opportunities inherent in deferred compensation can provide answers to many of the problems they are trying to solve.”   Hosted September 12-14, 2022, at the Westin Kierland Resort & Spa in Scottsdale, Arizona, PANC 2022, an educational conference and networking event, featured top thought leaders from the retirement and wealth planning industries, along with related legal and association experts and leadership. To learn more about nonqualified deferred compensation, contact any member of the executive benefits team . For weekly insights about deferred compensation and other executive benefits strategies, follow Deferred Compensation News. About Fulcrum Partners, a OneDigital Company Fulcrum Partners ( With a team of experienced industry professionals who serve with diverse skillsets, targeted experience, and in-depth expertise in executive compensation and benefits consulting, the financial professionals at Fulcrum Partners, a OneDigital Company, focus on an integrated approach to the design, financing, and plan administration of executive benefits programs. Initially founded in 2007, today the company is part of the OneDigital advisory firm and has executive benefits advisory offices in Atlanta, Georgia; Chicago, Illinois; Charleston and Bluffton, South Carolina; Cleveland, Ohio; Delray Beach, Orlando and Ponte Vedra, Florida; Los Angeles and Irvine, California; Portland, Oregon; Salt Lake City, Utah and Dallas/Fort Worth, Texas. About OneDigital OneDigital delivers strategic advisory consulting and technology-forward solutions to more than 85,000 employers across the nation. As employee health care, wellness, and workplace benefits continue to converge, businesses of all sizes have relied on OneDigital's exceptional advisory teams for counsel in employee benefits, wellbeing, human resources, pharmacy consulting, property and casualty solutions, as well as the retirement and wealth management services provided through OneDigital Investment Advisors. OneDigital's commitment to technology and innovation enables its 3,000 advisors to deliver the most modern and intuitive customer experience anywhere in the industry. OneDigital has been named as a Best Place to Work in Insurance by Business Insurance. For more information, visit This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, accounting, legal or tax advice. Any tax advice contained herein is of a general nature. You should seek specific advice from your tax professional before pursuing any idea contemplated herein. Please consider the investment objectives, risks, charges, and expenses carefully before investing in Mutual Funds. The prospectus, which contains this and other information about the investment company, can be obtained directly from the Fund Company or your financial professional. Be sure to read the prospectus carefully before deciding whether to invest. Securities offered through Lion Street Financial, LLC (LSF) and Valmark Securities, Inc. (VSI), each a member of FINRA and SIPC. Investment advisory services offered through Lion Street Advisors, LLC (LSA) and Valmark Advisers, Inc. (VAI), each an SEC registered investment advisor. Please refer to your investment advisory agreement and the Form ADV disclosures provided to you for more information. VAI/VSI and LSF/LSA are non- affiliated entities and separate entities from OneDigital and Fulcrum Partners. Unless otherwise noted, VAI/VSI, LSF/LSA are not affiliated, associated, authorized, endorsed by, or in any way officially connected with any other company, agency or government agency identified or referenced in this document.

Fulcrum Partners Frequently Asked Questions (FAQ)

  • When was Fulcrum Partners founded?

    Fulcrum Partners was founded in 2007.

  • Where is Fulcrum Partners's headquarters?

    Fulcrum Partners's headquarters is located at 814 A1A North, Ponte Vedra Beach.

  • What is Fulcrum Partners's latest funding round?

    Fulcrum Partners's latest funding round is Acquired.

  • Who are the investors of Fulcrum Partners?

    Investors of Fulcrum Partners include OneDigital.



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