Fulcrum Financial Group, a financial advisor in Spokane, was founded over two decades ago by Sarah Carlson. As a financial advisor in Spokane, she had a vision to start a company that would go beyond traditional wealth management, solving people’s unique money problems while helping them live their ideal lives.
Over the years, our team has grown to become a close-knit group of intelligent, compassionate individuals with over 5 decades of collective experience. We enjoy collaborating to address the complexities of your wealth—and as a financial advisor in Spokane, serving you and your family with the kind of thoughtfulness and empathy you deserve.
Meet the Team