
Master Your Money: How to Handle Money
Paul Blanco talks with Elizabeth about his early years and the lessons he learned about how to handle and save money.
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.
Paul Blanco talks with Elizabeth about his early years and the lessons he learned about how to handle and save money.
John Pearson returns to the show to discuss the importance of college planning and the challenges many parents face throughout the process.
Financial planning is a process that evaluates your whole financial picture, then outlines strategies tailored to your individual needs.
With some planning and an overall understanding of potential pitfalls, you can enjoy the holidays without damaging your bank account.
You’re about to receive a distribution from a 401(k) plan, and you’re considering a rollover. There are some pitfalls you’ll want to avoid.
Barnum’s Director of Advisor Marketing, Ian Querze, talks with Elizabeth this week about the importance of building a budgeting sheet.
Exploring these effective ways to save this holiday season may go a long way to helping save you money and provide a stress-free experience.
The technology and understand surrounding AI is rapidly evolving. We must keep tabs on the progress AI makes in financial services.
Elizabeth is joined by Shelley Eisenhandler – President and Founder of Eisenhandler & Co, as they discuss knowing your compensation philosophy
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!