The barnum difference
We are dedicated to your financial well-being and to helping you achieve all your financial goals.
We take the time to really understand you – your current financial situation, your time horizons, your plans for your future and the future of the people and things you love.
We take that knowledge and develop guidance that solves problems, capitalizes on opportunities, and prepares you for a long and happy life.
Each Barnum advisor is an experienced and knowledgeable professional with an unwavering commitment to act in your best interests. They have the support of a range of internal and external resources, enabling them to look at complex issues from several perspectives to create strategies and tactics to help you meet your goals.
Managing your financial life is an ongoing, collaborative process. Together, we will evolve your plan as needed to keep it working for you so you can live a financially confident life.
About Barnum
Barnum offers the scope of a national financial services provider, with access to industry-leading financial planning services, investment management, and insurance and protection products, while delivering a level of personalized service and attention found at a boutique firm.
We provide personal advice and solutions to more than 250,000 clients, including individuals and their families as well as small businesses, corporations, government entities, and non-profit organizations and their employees across all 50 states.
The Barnum Difference
At Barnum, we’re dedicated to your financial well-being and focused on helping you achieve your financial goals.
We understand your unique situation — your current financial standing, time horizons, and plans for the future, including the people and things you care about most.
We develop personalized strategies that solve problems and seize opportunities, preparing you for a long and prosperous life.
We provide comprehensive advice and solutions for over 375,000 clients across 50 states, including individuals, families, small businesses, corporations, government entities, and non-profit organizations.
About Barnum
Committed to Life-Long Learning
At Barnum, we are deeply committed to the continuous professional development of our financial professionals and support teams. Many of our representatives hold prestigious industry designations, earned through rigorous study in key investment, protection, and financial planning disciplines.
These respected credentials include:
CFP® - Certified Financial Planner™
CLTC® - Certified in Long-Term Care®
LUTCF® - Life Underwriter’s Training Council Fellow
CLU® - Chartered Life Underwriter®
ChFC® - Chartered Financial Consultant®
CASL® - Chartered Advisor for Senior Living®
RICP® - Retirement Income Certified Professional®
AIF® - Accredited Investment Fiduciary®
CRPC® - Chartered Retirement Planning Counselor®
ChSNCâ„¢ - Chartered Special Needs Consultant
CExP - Certified Exit Planner®
"Diversity is not only about representing multiple identity groups and their culture. It is about recognizing, respecting, and valuing the differences these groups bring to the workplace."
Derrik Anderson, Keynote speaker at Barnum’s 2021 Firmwide Mid-Year Meeting
Diversity, Equity, and Inclusion
- Workforce Diversity: Attracting and retaining diverse talent.
- Inclusive Workplace: Celebrating differences and fostering a welcoming environment.
- Serving a Diverse Marketplace: Respecting all cultures and experiences in our client service.
- Supporting Communities: Empowering our team to impact social and economic causes.
Through education and shared experiences, we create a true sense of belonging for all.
At Barnum, we believe that making a meaningful impact brings purpose to our lives and the work we do. That’s why we’re proud to support the Foundation for Life, Inc., a 501(c)(3) organization founded by Paul and Mindee Blanco. The foundation’s mission is to improve the quality of life for individuals and families in need by fostering change and building deeper connections within our community.
The foundation focuses on providing support to children and families facing challenges by delivering both financial and emotional resources. Its initiatives include fundraising, community outreach, and providing direct support to those in need.
Barnum employees actively support the foundation through donations, volunteering at community events, participating in fundraising efforts, and serving on its board of directors. In addition to our involvement with the foundation, we encourage and support employees who are passionate about giving back to their own causes, reinforcing the sense of community at Barnum.
To learn more about the Foundation for Life, visit Foundation for Life.
