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

💳 Opportunity Cost AwarenessFact: Every dollar spent has an opportunity cost—what it could have earned if invested.👉 Lux...
06/12/2026

💳 Opportunity Cost Awareness
Fact: Every dollar spent has an opportunity cost—what it could have earned if invested.
👉 Luxury is a choice—but so is compounding.

👑 Wealth Longevity Matters More Than IncomeFact: High income doesn’t guarantee long-term wealth—strategic investing, tax...
06/05/2026

👑 Wealth Longevity Matters More Than Income
Fact: High income doesn’t guarantee long-term wealth—strategic investing, tax planning, and asset protection do.
👉 It’s not what you earn. It’s what you keep and grow.

06/04/2026

Focus on the things you can control. It’s been an amazing market and to continue to dollar cost. Average is a wonderful way to participate in a bull market. Remember our time equalizes risk.

This Pride Month, we celebrate diversity, inclusion, and the unique perspectives that make our communities stronger.We’r...
06/01/2026

This Pride Month, we celebrate diversity, inclusion, and the unique perspectives that make our communities stronger.
We’re proud to support an environment where everyone feels seen, respected, and empowered—both in life and in their financial journey.

05/29/2026

Have a plan for this pull back that will be coming eventually whether that’s one month or one year from now. Being in a position to benefit regardless of the market. Focus on the things you can control.

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! 🎉

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

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