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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Key Findings, White Papers, Videos and more from our national research study
Access our blog offering relevant, useful, and educational content.
Check out our many financial educational events designed with you and your employees in mind.
Matt’s passion for finance began early—while his high school teammates spent lunch breaks in the gym, Matt could be found reading the Wall Street Journal. This early interest led him to pursue a Bachelor’s degree in Economics from UConn, followed by a Master’s in Quantitative Economics from UNC Charlotte.
Matt’s path to financial advising wasn’t direct. After graduation, he built valuable experience in supply chain management at Pratt & Whitney and later in Texas. However, his true calling emerged when helping his father navigate retirement planning. Seeing firsthand how proper financial guidance could have benefited his father inspired Matt to pursue advisory work professionally.
This personal experience drives Matt’s client-focused approach today. After starting his career with OneAmerica and later working with Prudential, he found his professional home at Barnum Financial Group, where he helps clients avoid the financial pitfalls he witnessed in his own family.
Outside the office, Matt is devoted to his 9-year-old boxer and enjoys hiking with his canine companion. He’s become an enthusiastic CrossFit participant, building on his lifelong interest in fitness. Family remains central to his life—he cherishes time with his nephew and niece (twins) and maintains close relationships with his parents. When relaxing, Matt can often be found enjoying historical fiction, particularly works by Ken Follett.
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I am licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT
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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!