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.
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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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Key Findings, White Papers, Videos and more from our national research study
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AR Insurance License # 18603880
CA Insurance License # 0N01243
As a Financial Planner, Matthew services the financial needs of individuals and businesses while looking to build long-term relationships. He collaborates with his clients to determine their financial goals and navigates through each of the 6 areas of financial planning to help get them there. Starting with their current financial position, they dive into protection planning, investment planning, tax planning, retirement planning, and estate planning. When the analysis is complete, Matthew can identify solutions for specific needs or build and implement a financial plan that can help put them in the best position to succeed.
“Throughout our relationship, I will provide the service and support you need to have confidence in the steps you have taken to achieve the financial future you want.”
Qualifications
• Working in the financial services industry since 2017
• Licensed to sell Life, Accident, and Health Insurance
• Holds the Series 6, 7, 65 and 63 Securities Registrations
• Graduated from Central Connecticut State University with a Bachelor’s degree in Finance
Personal
• Currently resides in Milford, CT with his wife Liv and son Griffin along with their cats; TonyStark and Grandma as well as their dog, Roman
• In his free time, Matthew enjoys watching sports. He also believes physical health and wellness is just as important as financial wellness and makes fitness part of his regular routine
I am licensed and registered to offer products and services in CT. Licenses and registrations will vary.
Domiciled in CT.
Check the background of this investment professional on FINRA’s BrokerCheck
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This comprehensive study dives into the evolving financial behaviors of American workers across a variety of factors, including generational, household income, gender, and employment status and more!