PONTE VEDRA BEACH, Fla., Sept. 29, 2017 (GLOBE NEWSWIRE) -- Founded in 2007, Fulcrum Partners LLC is marking a decade of dedicated executive benefit and nonqualified compensation consulting services. With more than $6B of assets currently under management, Fulcrum Partners is utilizing this anniversary milestone as an opportunity to pay tribute to the talented team that has helped the company grow into one of the largest executive benefits advisories in the US.
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Starting with two locations in Ponte Vedra Beach and Orlando, Florida, today Fulcrum Partners has thirteen nationwide offices. Managing Director Andrew Hart heads Fulcrum Partners Washington D.C. office. He is a dynamic force at Fulcrum Partners, responsible for many of the firm’s largest clients across nearly all industries. Focused throughout his professional career on Corporate Owned Life Insurance (COLI), Bank Owned Life Insurance (BOLI) and related aspects of nonqualified deferred compensation, Andy serves his clients with sound, creative tax-savvy solutions.
“Because my own life centers around my family and my family’s security and future,” said Andy, “I understand exactly why these values matter so much to my clients. Through strategic executive benefits planning, I help executives know how their compensation plan compares to those of their peers and what decisions they or their company should make to ensure that the executive’s future and retirement is secure and rewarding.”
Andy is a volunteer basketball coach for Catholic Youth Organization (CYO) sports teams and is actively involved in the Arlington Soccer Association. He and his wife, Dina, also make their home available as a foster home for rescued Labrador retrievers. As a family, the Hart’s have fostered more than 500 Labrador puppies or adult dogs over the past 10 years.
Andy is a graduate of the University of West Virginia with a Bachelor of Science degree in Finance with a Specialization in Insurance and Risk Management. He holds Series 6, and 63 registrations and is a member of the Association of Advance Life Underwriters. To learn more about BOLI, COLI and other nonqualified deferred compensation services provided by Andrew Hart at Fulcrum Partners Washington D.C., contact 703.807.5824.
Fulcrum Partners LLC:
Fulcrum Partners LLC (www.fulcrumpartnersllc.com) is one of the nation's largest executive benefits consultancies. Founded in 2007, today the company has offices in Atlanta, Georgia; Chicago, Illinois; Charleston, South Carolina; Columbus, Ohio; Delray Beach, Orlando and Ponte Vedra Beach, Florida; Honolulu, Hawaii; Houston, Texas; Los Angeles and Newport Beach, California; Portland, Oregon; and Washington D.C. Find out more about the Fulcrum Partners executive benefits advisory team at www.fulcrumpartnersllc.com/team/.
Securities offered through Registered Representatives of ValMark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Akron, OH 44333-2431, 1-800-765-5201. Investment Advisory Services offered through ValMark Advisers, Inc., which is a SEC Registered Investment Advisor. Fulcrum Partners LLC is a separate entity from ValMark Securities, Inc. and ValMark Advisers, Inc.
CONTACT:
Bruce Brownell
904.296.2563
press@fulcrumpartnersllc.com