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.
Working with a professional to build a financial plan and put you on a path to financial success is great, but truly understanding the various aspects of the plan and how they impact your future will help ensure you’re on the right path and keep you there. Luke is a CERTIFIED FINANCIAL PLANNERTM professional that has spent over a decade helping his clients build comprehensive financial plans while educating them along the way so they can make sound decisions with confidence. He firmly believes that his clients should not only know what strategies they are implementing, but why.
Growing up, Luke’s family had a trusted advisor who gave poor advice due to lack of knowledge, which led to a financial hardship. This first-hand experience established deep roots within Luke to always be on the forefront of knowledge. This led him to a career in education before making the switch to the financial planning industry. His background in education is applied to his business today, keeping his clients informed and empowered as they make important financial decisions throughout their lives.
Along with his license to sell life, accident, and health Insurance and his Series 7 & 66 securities registrations, Luke has a master’s degree in education from Sacred Heart University. His passion for education also extends to his own continuous development, earning the CERTIFIED FINANCIAL PLANNER (CFP®) certification, the standard of excellence in financial planning, and the Certified Exit Planning Advisor (CEPA) designation for his work with business owners, helping them to build more valuable companies, have stronger personal financial plans, and align their personal goals throughout the growth and eventual exit of their business.
Luke lives in Bluffton, SC with his wife, Morgan, their sons Kazimierz and Zachariasz, and their dogs Rufus and Chara. In his spare time, he enjoys playing golf, watching rugby, and reading. He is also a member of the Bluffton Rotary Club.
If you’re looking to get your financial plan on track and truly understand how each aspect works so that you can feel financially empowered, set up a time to meet with Luke today.
I am licensed and registered to offer products and services in SC. Licenses and registrations will vary. Domiciled in SC.
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