Fulcrum Financial Group
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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
06/15/2026
From healthy habits to healthier finances, explore how taking care of your body may help strengthen your financial well‑being.
https://fulcrumfinancialgroup.com/blog/health-physical-financial-benefits
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.
06/09/2026
Explore cash flow practices designed to help growing businesses improve liquidity, plan ahead, and avoid financial surprises.
https://fulcrumfinancialgroup.com/blog/cash-flow-management
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.
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.
06/02/2026
Wealth preservation goes beyond investing. Learn how wealthy women can preserve assets and create a lasting legacy.
https://fulcrumfinancialgroup.com/blog/wealth-preservation-and-legacy-planning
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.
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.
05/29/2026
Discover why 529 Day is the perfect time to explore college savings plans that provide tax advantages, flexibility, and long‑term education funding power in Spokane, WA & Aspen, CO.
https://fulcrumfinancialgroup.com/blog/education-savings-plans
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! 🎉
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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 |