Barnum Financial Group Featured in...
Financial Planning
We can help build and manage your wealth, protect your assets, plan for retirement, and minimize taxes. A proper plan is tailored to your personal goals and customized to enhance your ability achieve them.
Corporate Education
As an employer, it’s in your best interest to help your employees learn how to manage their money. Our programs provide employees the information they need to make critical financial decisions.
Transitional Planning
Our team specializes in guiding families and individuals through financial transitions. We work to highlight key areas of focus if you’re no longer with your employer.
Inheritance Planning
When you inherit, you risk receiving less than you were meant to unless you work with a professional to plan. It is critical to understand the best way to receive and invest inherited assets.
Unbiased advice with a diverse product selection.
We are committed to finding solutions that fit your unique needs. Should you choose to work with us, we have a broad range of companies and partners to consider.
Putting you at the center of everything we do.
We want to demystify and simplify the financial management process to give you greater control and confidence. We promise a transparent process that will always put your needs first. We strive to provide a level of service that is respectful, efficient, and enjoyable.