We believe you can best realize your goals and objectives through the creation of a complete and thoughtful financial plan. Our approach to wealth management incorporates a comprehensive analysis of your current situation and the development of strategies and alternatives to optimize your positioning. Your plan will address cash flow projections, risk management analysis, investment portfolio review and recommendations, retirement distribution strategies, income tax diversity, and estate planning.
Each financial plan is individualized and designed to respect your tolerance for risk and investment wishes. At Barnum Financial Group, we are supported by a network of consultants that are experienced and credentialed in individual and business planning strategies. We leverage these resources as well as the firm’s advanced analytical tools to develop your personalized plan. Through education and collaboration, we will partner to implement your plan.
We value personal relationships that go deep beyond the surface to really understand your unique aspirations. By putting time, effort and care into every interaction, we will build upon our relationship so that we may continue to deliver on our promise as your planning objectives evolve over time.
Our mission is to give you the peace of mind that comes from knowing that your financial lives are being overseen by someone who cares for your goals and investments as if they were their own.
Prior to joining Barnum, Brian worked at Bear Stearns/JP Morgan and Northwestern Mutual. He has a degree in finance from the University of Rhode Island. Brian and his wife Nancy live in Middlebury, Connecticut with their children Asher and Violet.
I am licensed to sell insurance and securities in several states. Licenses and registrations will vary. Please contact this office for further information. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC. Member SIPC (www.SIPC.org). 6 Corporate Drive, Shelton, CT 06484 (203) 513-6000. Domiciled in CT.
Check the background of this investment professional on FINRA’s BrokerCheck