The barnum difference

We are dedicated to your financial well-being and to helping you achieve all your financial goals.

We take the time to really understand you – your current financial situation, your time horizons, your plans for your future and the future of the people and things you love.

We take that knowledge and develop guidance that solves problems, capitalizes on opportunities, and prepares you for a long and happy life.

Each Barnum advisor is an experienced and knowledgeable professional with an unwavering commitment to act in your best interests. They have the support of a range of internal and external resources, enabling them to look at complex issues from several perspectives to create strategies and tactics to help you meet your goals.

Managing your financial life is an ongoing, collaborative process. Together, we will evolve your plan as needed to keep it working for you so you can live a financially confident life.

About Barnum

Barnum offers the scope of a national financial services provider, with access to industry-leading financial planning services, investment management, and insurance and protection products, while delivering a level of personalized service and attention found at a boutique firm.

We provide personal advice and solutions to more than 250,000 clients, including individuals and their families as well as small businesses, corporations, government entities, and non-profit organizations and their employees across all 50 states.

The Barnum Difference

We are dedicated to your financial well-being and to helping you achieve all your financial goals.

We take the time to really understand you – your current financial situation, your time horizons, your plans for your future and the future of the people and things you love.

We take that knowledge and develop guidance that solves problems, capitalizes on opportunities, and prepares you for a long and happy life.

Each Barnum financial professional is an experienced and knowledgeable professional with an unwavering commitment to act in your best interests. They have the support of a range of internal and external resources, enabling them to look at complex issues from several perspectives to create strategies and tactics to help you meet your goals.

Managing your financial life is an ongoing, collaborative process. Together, we will evolve your plan as needed to keep it working for you so you can live a financially confident life.

About Barnum

Barnum offers the scope of a national financial services provider, with access to industry-leading financial planning services, investment management, and insurance and protection products, while delivering a level of personalized service and attention found at a boutique firm.

We provide personal advice and solutions to more than 250,000 clients, including individuals and their families as well as small businesses, corporations, governments entities, and non-profit organizations and their employees, across all 50 states.

Committed to Life-Long Learning

Barnum offers a comprehensive program of ongoing professional development for its financial professionals and support team. Many of our representatives have coveted industry designations obtained through rigorous ongoing study of key investment, protection, and financial planning disciplines.

CFP® Certified Financial Planner™ professional

The recognized standard of excellence for competent and ethical personal financial planning.

CLTC® Certified in Long-Term Care®

Provides professionals with the critical tools necessary to discuss the subject of longevity and its consequences on a person’s family and finances.

LUTCF® Life Underwriter's Training Council Fellow

This designation combines essential product knowledge with the skills financial professionals must have to advise individuals and businesses effectively on their insurance and planning needs.

CLU® Chartered Life Underwriter®

The world’s most respected designation of expertise to meet the insurance needs of individuals, business owners, and professional clients.

ChFC® Chartered Financial Consultant®

Recipients gain in-depth knowledge of the key financial planning disciplines, including insurance, income taxation, retirement planning, investments, and estate planning.

CASL® Chartered Advisor for Senior Living®

Prepares financial advisors to lead clients from middle age through retirement and assist them with the management, preservation, and transfer of wealth.

RICP® Retirement Income Certified Professional®

Teaches investment professionals how to create sustainable retirement income for their clients, covering all of the best techniques that are working effectively today.

AIF® Accredited Investment Fiduciary®

Designees have met the educational, competence, conduct, and ethical standards to carry out a fiduciary standard of care and serve the best interests of their clients.

CRPC® Chartered Retirement Planning Counselor®

Enables financial professionals to help clients with their pre- and post-retirement needs as well as issues related to asset management and estate planning.

ChSNC™ Chartered Special Needs Consultant

The only credential designed to help financial planners support clients with special needs.

CExP Certified Exit Planner®

Designees learn how to create and execute a strategy allowing owners to exit their businesses on their terms and conditions.

Find out how to secure your financial future

Achieving your financial goals doesn’t happen by accident. It takes patience and planning to create the kind of possibilities that money can buy.