Fulcrum Capital Partners, LLC Email Format

Financial ServicesNorth Carolina, United States2-10 Employees

Fulcrum Capital Partners, LLC is a financial services firm based in Cornelius, North Carolina. Founded in 2005 as Greenhill Partners and rebranded in 2009 after a merger, the firm specializes in designing and implementing retirement plans, executive benefits, and exit planning for closely held businesses, while later expanding its focus to investment management, estate planning, wealth transfer, and comprehensive financial planning. The company serves business clients as well as individuals and families employed by those businesses, along with select referral-based clients, positioning itself to address retirement, succession, and wealth management needs. In addition to its core advisory work, the firm has pursued strategic activities in its history, including notable leadership additions and acquisitions, and operates as a small professional team in the financial services sector.

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