Building Strategies for your Financial Future

As an Accredited Investment Fiduciary (AIF®), I offer investment management and asset protection solutions guided by the highest standards of competency and ethics to my clients.

John works with Barnum advisors to develop and implement investment strategies tailored to meet each client’s personal needs, opportunities and goals. He began his career in 1999 with Citigroup as a taxable fixed income...

Niko provides retirement income analytics for the development of our holistic personalized wealth management plans. He also does annuity contract analysis and assists us with selecting annuity solutions where appropriate.

Kate provides case design support in the areas of estate and business planning. She assists financial representatives in creating sophisticated personalized strategies for individuals, families, and businesses. Prior to joining Barnum,...

Jeremy leads a team that supports Barnum Financial Group and guides advisors to develop personalized wealth management plans and innovative solutions to meet their current and long-term goals. Jeremy earned the designations of...

Greg provides strategies that leverage insurance for wealth preservation, wealth accumulation, wealth transfer planning and access to liquidity...