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Our Service Commitment

At Barnum Financial Group, we unite the access and resources of leading institutional firms with the personal attention of a boutique practice. Integrating over 60 years of industry experience, our team provides best-in-class advice and strategies in a genuine, approachable environment.

Enduring relationships are at the heart of our business, and our active approach to planning thrives on our ability to listen and create dynamic conversations. The right questions yield the best answers, and we work closely with you to understand the depth of your goals.

Together, we work to build tailored strategies and enhance your professional practice and financial peace-of-mind.

Our clients are at the center of everything we do and their satisfaction is our primary goal.


From the first days we begin to work together and throughout our relationship we strive to deliver a personal and enjoyable client experience. We are committed to working with you in a manner that is both effective and efficient. Everyone on our team plays in an important role in delivering:

  • Customized and personalized strategies and solutions delivered clearly and supported by the knowledge you need to make decisions with confidence
  • Timely service and support throughout the relationship
  • Updates and information that is important to keeping your plan on track
  • Periodic plan reviews and ongoing advice to help you know where you are headed and make changes when warranted

We are proud of both our client retention and the number of people who have become clients after being referred to us by someone who has been working with us already. We view this as a testament to our commitment to excellence and are grateful for the trust and confidence our clients’ place in us.

MetLife Financial Planning Firm of the Year

In recognition of our superior performance as an organization, Barnum was named MetLife Financial Planning Firm of the Year in 2015. This marks a record-breaking seventh time Barnum has received this award.

Previous years include 2002, 2004, 2006, 2007, 2008, 2014, 2015.

Barnum Financial Group provides a full range of investment and risk management products and services to over 250,000 clients, including individuals and their families, as well as small businesses, corporations, government entities, and not-for profit organizations and their employees in all fifty states.

Barnum strives to build long-term relationships with each client through understanding, quality service, integrity, and financial education.

New York

New Jersey 

Connecticut