
Millennials Meet Inflation
How millennials will react to inflation, and how vulnerable they are is an open question. What steps can and should they take to prepare?
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.
Quisque vulputate velit magna, eget pellentesque tellus porttitor ac mauris velit
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.
Quisque vulputate velit magna, eget pellentesque tellus porttitor ac mauris velit
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.
How millennials will react to inflation, and how vulnerable they are is an open question. What steps can and should they take to prepare?
Many adults rank their finances as their number one source of stress. A major contributor is the lack of financial literacy programs, particularly when they were younger adults and children. You can take matters into your own hands.
With retail prices for energy at or near multiyear highs in the US, here are twelve tips to help you save on your energy costs this winter.
As Barnum’s Chief Financial Officer, Joe leads a diverse set of Financial operations across the company, ensuring long-term value creation for Barnum’s stakeholders. His efforts are focused on optimizing our financial and operational performance, enabling Barnum to reinvest in its people, enhance current capabilities, and develop new strategic initiatives that drive growth and value for our clients and our advisors.
Taking a little time out from the holiday chores to make some strategic saving and investing decisions before December 31 can affect not only your long-term ability to meet your financial goals but also the amount of taxes you’ll owe next April.
Ideas for putting your RMD to work for the good of others.
Fun ways to teach about money at each stage of a child’s life.
Fraudsters and scam artists are always looking for new ways to prey on consumers. Now they are using the same tactics to take advantage of consumers’ heightened financial and health concerns over the coronavirus pandemic.
Who We Are
Resources
What We Offer
Company
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!