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.
Whether you are preparing for a milestone life event, such as retirement or the sale of a business, or simply looking for financial protection for the future, I promise to offer you a new level of attention, insight, and guidance.
I offer a straightforward approach to building financial strategies focused around you, your schedule, your circumstances, and your objectives. I take the time to understand your needs, explain different options to you and earn your trust before offering possible solutions. Additionally, your financial situation is bound to change, I work with you over time to monitor your progress and help ensure you are on track to achieving your goals.
ABOUT NICK
Prior to bringing his practice to Barnum, Nick began building his career at Northwestern Mutual in 2002 – starting as an intern, then eventually becoming an established advisor.
Nick is highly motivated in providing holistic financial consultation for young families, small business owners, and first responders – specifically firefighters. Nick’s father was a firefighter and passed away in the line of duty shortly before Nick’s birth. It was through the careful financial planning provided by the brothers of Nick’s father that allowed Nick to lead a fulfilling life. Being a son of a fallen firefighter prompted a deeply rooted passion for Nick to join the finance industry and ensure all families of first responders experience the same level of financial planning he did, so they too can live the life they deserve.
Nick earned his B.A. in Journalism and Political Science from St. Michael’s College in Vermont. He currently holds his Series 6, 7, 63 and 65 Securities licenses. Nick resides in Fairfield, CT with his wife Michelle, his son Nick and his daughter Olive. In his spare time, he enjoys golfing, bicycling, and spending time with family.
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I am licensed and registered to offer products and services in Connecticut, Florida, and New York. Licenses and registrations will vary. Domiciled in CT.
Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive,
Shelton, CT 06484. (203) 513-6000.
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