We’re dedicated to your financial well-being and to helping you achieve your financial goals.
Hear from our founder and how Barnum was transformed into what it is today.
Meet our leadership team and learn how they’re dedicated to achieving Barnum’s mission.
We’re dedicated to creating a culture of belonging, respect, and opportunity for all.
We’re committed to making a difference in the communities in which we work and live.
A complete list of every financial representative working with Barnum Financial Group
We’re proud to be recognized for our commitment to our clients and their financial success.
Many national and local media outlets have leveraged our knowledge and thought leadership.
Managing risks that could compromise your financial goals is vital.
Growing your wealth strategically is key to achieving goals like a happy retirement. Planning for your future includes carefully considering your investment options.
Every major financial decision you make impacts your retirement.
Switching jobs comes with a long to-do list that requires important financial decisions.
Legacy planning is more than just leaving money behind.
Considering the tax implications of individual, investment, or business decisions can help you pay less to the government.
A good education provides more than just a diploma or a degree; it’s the foundation of a solid future.
Providing your loved ones with the best possible quality of life requires patience, coordination, and careful planning.
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To thrive in the marketplace, you need more than just a strong work ethic and a great product or service.
Your employees are the backbone of your business. Show them you’re invested in their health and future with a competitive benefits program.
We offer educational opportunities to help you maximize financial opportunities and overcome financial challenges.
We have the knowledge and resources to assist you in every step of your financial journey.
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Access our blog offering relevant, useful, and educational content.
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Check out our many financial educational events designed with you and your employees in mind.
About Dwarkesh
With a proven track record of more than 15 years in the financial services industry, Dwarkesh has gained the experience to help in being the ultimate asset for you and your loved ones. His experience includes asset and Wealth Management strategies honed at Goldman Sachs for Ultra High Net Worth (UHNW) clients and sovereign institutions. Additionally, he has broad experience investing across multiple products with an understanding of macro trends. His goal is to provide strong client relationship management, business, quantitative, analytical skills to you.
Proud of his roots and heritage, Dwarkesh prides himself on assisting Indian families migrating to the United States, assisting all families in financial strife and helping sports institutions and startups/entrepreneurs. Dwarkesh also helps high net worth international clients. Dwarkesh using his experience managing institutional balance sheets also guides clients and helps procure lending facilities. His main pinpoints when assisting these individuals include education, inheritance, retirement and planning for future expenses.
Outside of work, Dwarkesh enjoys being on the golf course, playing volleyball, and chess, as well as being an avid softball and cricket player. A family man, Dwarkesh enjoys coaching kids in sports and languages. He is also fluent in four languages (English, Hindi, Gujarati and Spanish).
I am licensed to offer products and services in NY. Licenses will vary.
Domiciled in NJ.
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