The Barnum Capital Management Team

The Barnum Capital Management Story

Barnum Capital Management unites a team of financial professionals with diverse expertise and a shared commitment to financial literacy, personalized advice, and exceptional service. With experience navigating various economic conditions, stock market cycles, political shifts, and changes in tax and legislative policies, their focus is on creating tailored financial plans that help clients stay aligned with their long-term goals despite external changes.

Jim Ian, Managing Partner, had over a decade of financial experience from Ameriprise Financial and Prudential Investments which he brought over to Barnum in 2004. His vision for a new financial planning practice, combined with his mentorship of young advisors, significantly impacted the firm and industry.

Matthew Paulsen and Franco Piscitelli joined Jim soon after and they formally established Barnum Capital Management to address the evolving financial needs and complexities faced by individuals. Their holistic approach integrates all aspects of clients’ lives, helping them manage changes like market cycles, tax reforms, and technological advancements while maintaining a clear focus on their overall goals.

Since its inception, BCM has expanded to include certified financial planners, life insurance coordinators, transitional planning specialists, and a dedicated client support team, all committed to providing top-tier service. Barnum Capital Management combines vision, expertise, and experience to help clients preserve, protect, and grow their wealth for themselves and their loved ones.

The Barnum Capital Management Story

Meet Our Team

Our Strategic Partners

Barnum Financial Group'sWealth Strategies Division

Barnum Financial Group's
Wealth Strategies Division