Sarah Carlson

Best Known For: I am Forbes 2026 Top Female Advisor, Top Advisor, and Top Team Lead Advisor. I am also 2026 Advisor Hub's Most Interesting Advisor to Watch. I am the Founder of Fulcrum Financial Group. Born and raised in Colorado, I am an Aspen High School graduate who is self made and wants to create a positive impact in the Roaring Fork Community.

I am a financial expert who enjoys connecting people to their money so they can fully support and achieve their life goals. I recently left my role as a financial advisor to launch my financial consulting and education business. As the author of Facing Financial Fears: 8 Steps for Financial Freedom for Women, I help clients move past fear and build lasting confidence with their finances. My mission is to put genuine human contact back into financial services, one person at a time, so every client feels truly supported and empowered.