Home | Barnum Financial Group

Investment Management

Building wealth to enrich your life

Legacy & Tax Planning

Taking care of the people and things that matter while minimizing taxes

Life Transitions

Strategies to keep you on course at every life stage

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

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

Contact Us

Meet Our Founders

Founders

Judah Piano, CFP®

CERTIFIED FINANCIAL PLANNER™ professional

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...

Scott Martin, CFP®, CHFC®, CLU®

CERTIFIED FINANCIAL PLANNER™ professional

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...

Schedule your free consultation

Name

Email

Address

Phone

Question

Thank you!

Oops!