Fulcrum Partners, Ponte Vedra Beach, FL

About Fulcrum Partners, Ponte Vedra Beach, Florida (Jacksonville)

Established in 2007, by three former senior consultants from the Executive Benefits Division of Clark Consulting, Fulcrum Partners Ponte Vedra Beach, Florida, is the corporate headquarters for the executive benefits consultancy, Fulcrum Partners LLC. Company founders Scott Cahill (of Fulcrum Partners Orlando); and Bruce Brownell, CFP® and Joseph Arthur Thompson CFP® (of Fulcrum Partners Ponte Vedra Beach) have more than 60 years of combined experience in executive benefits plans and compensation.
Joseph Arthur Thompson

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Joseph Arthur Thompson

A founder of Fulcrum Partners, LLC, Joseph Arthur Thompson has consulted with hundreds of businesses during his respected career and in multiple industries including healthcare, banking, engineering, manufacturing, and distribution. Joe supplies financial consulting and executive benefits planning advisory services to directors and management. He also provides assistance to organizations in attracting and retaining key personnel by utilizing non-qualified deferred compensation arrangements, including Rabbi trusts, excess benefit plans, top hat plans, and SERPs. Known for his ingenuity and problem solving, Joe counsels clients who are handling the intricate details of restricted stock, incentive stock options, nonqualified stock options, stock appreciation rights, phantom stock, and reloads. Contact Joe Thompson

Bruce Brownell

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Bruce Brownell

As one of the founders of Fulcrum Partners, LLC, Bruce Brownell is known for analysis, design, incorporation, management, and communication of executive compensation and benefit methods. He has more than 25 years of experience in financial consulting; the past 15 of which he has spent focused on executive benefits planning. Bruce advises profit-seeking industries involved in engineering, manufacturing, distribution, health care, and technology. His expertise includes IRC Section 409A and all aspects of the integration of equity-based plans, tax deferred executive compensation arrangements, supplemental retirement strategies, and other executive benefit and performance based plans. Bruce has also helped pioneer Fulcrum’s Executive Benefits Benchmarking practice, providing a singularly original product in the benefits marketplace. Contact Bruce Brownell

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