Corporate Financial Education

As an employer, it’s in your best interest to help your employees learn how to manage their money. It’s also an enormous benefit for them.  By educating employees and providing them with tools necessary to better understand their current financial position, they can build a sound financial future.

Barnum understands that financial literacy has the power to change lives.  Our programs provide employees the information needed to make critical financial decisions.  We offer a range of educational packages, each run by a team of our professional advisors, which can be customized to meet the unique needs of your workforce.

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MetLife Financial Planning Firm of the Year

5 Time Winner | 2002, 2004, 2006, 2007, 2008

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Corporate Financial Education

Barnum corporate financial literacy programs provide employees a range of educational packages, each run by a team of our professional advisors, which can be customized to meet the unique needs of your company.

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I lead a team that helps Barnum’s senior relationship managers develop personalized wealth management plans and innovative solutions to meet their client's current and long-term goals.
Jeremy Hus
CFP®, ChFC®, CASL®, CLU®
Financial Planning Director

Our Promise

Create Confidence Through Knowledge

We empower you to be in
control

We deliver advice, planning, knowledge, solutions, and service to enable you to live a financially confident life.

We care
about you

We guide you through a process that prioritizes your goals for your lifestyle, your family, your personal future, and your legacy.

We are your
trusted partner

We serve as your advocate, working with your other trusted advisors to bring all of the pieces of your financial life together.

We help you optimize
your financial situation

We help you find untapped opportunities, manage risks, deal with uncertainties, and anticipate challenges.

Receive a complimentary financial assessment

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