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Barnum Financial Group

Barnum helps people protect the things they value, to invest for their future, understand their personal finances, and help them become more financially literate.

Barnum’s personalized approach puts each client's needs first. Our experts, in all areas of financial planning and management, are dedicated to helping our clients implement their financial strategies.

We help our clients:
•    Protect their assets by providing insurance and other financial products
•    Create customized investment plans for a better financial future
•    Provide financial education and counsel to understand their personal finances.

Our leadership team values each person's contribution to our mission and fosters a diverse and inclusive workplace. We’re life-long learners, always seeking new ways to improve our services and committed to acting with integrity in everything we do.

Barnum believes that everyone deserves to have financial security and peace of mind, and we are proud to do our part to make that happen.
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Purpose

To impact lives quantified by impacting 1 million lives by 2030.

Barnum works to grow, preserve, and protect the wealth of their clients so they can live more confident lives and achieve their long-term goals.
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Vision

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

Mission

To enrich as many lives as possible.... Read more

Additional Culture Details

We’re dedicated to creating a culture of belonging, respect, and opportunity for all. We believe that each person’s unique background, perspective, and experiences help us do better work for our clients and work better with each other.

CRN202609-4759073
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Values

Education
Barnum values education empowered by a growth mindset. We believe in the potential to exceed even our most audacious goals for ourselves and our clients. With time and effort, Barnum maintains a commitment to life-long learning and sharing that knowledge with our communities.

Recent Awards

Company Snapshots

Leadership Retreat in Newport, RI
Marketing's Team Bonding Event
Annual Bowl-A-Thon for Barnum Foundation for Life
Raising enough for our first wish through Make-A-Wish!