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Our Strategic Process

1. Connect

We strive to establish a collaborative relationship with every prospective client.

2. Discover

We gain a deep understanding of your situation, your goals, and the people and causes you care about.

3. Analyze & Strategize

Our team works to create a detailed road map between where you are now, and where you want to be.

4. Recommend

We provide clarity and walk you through each step no matter the complexity of your situation.

5. Implement 

Our team works with you to take action and implement your plan in an efficient and effective manner.

6. Monitor & Manage

We meet regularly to evolve your plan as life changes.

Creating Financial Clarity

Creating Financial Clarity

One size fits all actually doesn’t fit anyone that well. At Barnum West, we believe you need a financial strategy focused on what brings you joy, security, empowerment, and freedom. Our passion is making that happen.

Clarity begins with a conversation

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Meet Our Founders


Judah Piano, CFP®


Judah has a philosophy that every aspect of a financial plan should work in harmony to achieve optimization. Through his consultative approach, he helps clients understand their challenges and celebrate their accomplishments. Judah...

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Scott Martin, CFP®, CHFC®, CLU®


Scott is a CERTIFIED FINANCIAL PLANNER™ professional. He was born and raised in Portland, Oregon, and attended the University of California, Santa Barbara, where he earned a bachelor’s degree in business economics...

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