Planning for your financial future means carefully considering your investment options. It makes sense to develop a portfolio that aligns with your values and interests. It’s also important to be clear on what financial independence really means to you and what you hope to achieve with your investments.
At Barnum, we believe in developing investment portfolios that emphasize quality, diversification and personal priorities. Our skilled advisors listen closely to your goals, then create strategic portfolio recommendations based on their expertise and your input. From creating a first-time portfolio to complex wealth management, we are always here to help you achieve your financial goals.
What to Do with an Old 401k
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Products & Solutions
Bonds Whether you want to balance risk within your portfolio or establish a steady income stream, bonds may be the answer.
Annuities Learn more about these investment products which can help you increase savings, protect your assets, or generate income.
Managed Accounts Barnum has access to Fund Managers that can help design, monitor, adjust, and reallocate portfolio holdings just for you. Learn how.
Mutual Funds Each mutual fund family has its own objectives, as well as risk/reward level. Find out which ones might be a good fit for you.
Whether it's creating a first-time portfolio, to complex wealth management, we believe in developing investment portfolios that emphasize quality, diversification and personal priorities.learn more
We empower you to be in
We deliver advice, planning, knowledge, solutions, and service to enable you to live a financially confident life.
We guide you through a process that prioritizes your goals for your lifestyle, your family, your personal future, and your legacy.
We are your
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.