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Barnum Financial Group

We help people. We help people protect the things that are important. We help people invest for their future. We help people have a better understanding of their personal finances. We help people be more financially literate. We help people, especially children, in need in the communities we serve. That means we are a lot of different things to a lot of different people.How do we do it?With a highly personal approach that puts each client’s needs, opportunities and goals first.With well-trained financial advisors who listen.With experts in all areas of financial planning and management.With dedicated resources to help implement strategies for our clients.With superior client service and industry-leading technology.With a team that is dedicated to making our communities a better place.With a culture that feels like a family.With daily goals and a long-term vision.With leadership that values each person’s contribution to our mission and fosters DEI.With life-long learners.With integrity.... Read more

Purpose

Barnum works to grow, preserve, and protect the wealth of each of its clients so they can live a more confident financial life and achieve their long-term financial goals.... Read more

Vision

To be the premier provider of financial services in the United States.... Read more

Mission

To enrich as many lives as possible.

With integrity and high standards of excellence, Barnum Financial Group enriches lives by providing quality financial advice, education and customized solutions to meet the unique needs for our clientele.
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Additional Culture Details

We think of our people as part of one big family. We treat each other with respect, celebrate the milestones in each person’s life, and support them in challenging times.... Read more

Values

What we value
Barnum greatly values the trust and confidence our clients place in our advisors and our support teams. We put their best interests first and foremost in everything we do. Understanding what a positive impact a relationship with a knowledgeable advisor can be, we are committed to life-long learning for everyone at the firm. We also understand what drives trust and loyalty, so we work hard to maintain an environment that is cooperative, caring, helpful, considerate, and enjoyable.

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