THE BARNUM PROMISE
Listen to you. Learn about you. Deliver advice and solutions that help you achieve the future you want. Put your best interests first. This is the Barnum promise.
Let us help you live your best financial life.
Why Barnum Financial Group?
Our mission is to provide clients with the framework to make integrated financial decisions that help them grow and preserve their wealth and plan for future generations. We work with you to explore your financial goals and aspirations. Based on your needs and goals, we develop investment and protection strategies that can evolve and adapt to meet your changing needs. We believe that financial security affords individuals and families important comforts. We also believe that financial security is the product of hard work, systematic investing, and careful financial planning. Whether our clients seek to retire early, reduce their tax burden, save for a child’s education, or pass wealth onto their heirs, we provide them with the advice tailored to each specific situation.
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Helpful Content
Curated articles, videos, and more for a financially savvier you.
Capital Gains Tax When Selling Your Home
Don’t Be Your Own Worst Enemy
A Living Trust Primer
Our Team
Advisors
Patrick Sawyer, CFP®, ChFC®, RICP®
Financial Advisor | Financial Services Executive | Investment Advisor Representative
Matthew Sawyer, CFP®, CHFC®, RICP®, CLU®, AIF®, CLTC
Managing Sales Director | Registered Representative | Investment Advisor Representative