Financial Planning
Personalized financial planning is integral to everything we do at Barnum Capital Management. Using innovative digital tools paired with a hands-on people-first approach, we make your money work harder and smarter for you.
Wealth Management
Our process includes thoughtful asset allocation, believing that diversifying investments across multiple asset classes is critical to successful, long-term investment management.
Risk Management
We are proud to offer custom solutions from trusted insurance firms with whom we have long-standing relationships. We are always available to review your portfolio, help assess risks and recommend coverage that helps protect what’s important to you.
Commitment
Everyone on our team is here for one purpose – you.
We are committed to our clients, to one another, and to our profession. It is a commitment we honor with integrity and clarity. Most importantly, we bring this commitment to life through the power of collaboration – working as a seamless team, blending our unique experiences and backgrounds to offer confident advice, step-by-step guidance and cohesive execution.
Our Story
With over 50 collective years in the industry, Barnum Capital Management brings together a team of financial professionals with diverse backgrounds, different areas of expertise, a shared commitment to financial literacy and an unwavering dedication to providing personalized advice and quality service. Our holistic approach helps our clients navigate change, including market cycles, tax reform and technology innovations, while keeping their personal “big picture” clearly in view.
Resources
Better prepare for your first meeting.
To make your experience as seamless and stress free as possible we’ve put together a few documents to make preparation for your meeting a little easier and ensure your conversation is as efficient as possible.
