A Disciplined Framework for Your Financial Life.

We move beyond market-chasing to focus on what actually matters:
your goals, your timeline, and your family. Our approach combines experienced guidance with the personal access of a dedicated partnership.

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Strategy Rooted in Relationship.

We believe a financial strategy is only as strong as the trust behind it. That's why we don't 'convince' or 'sell.' If we aren't the right fit for your needs, or if your current advisor is serving you well, we will be the first to tell you.

The Sawyer Standard

Direct Access

No call centers or automated lines. You have a direct connection to the professionals managing your strategy.

Balanced Perspective

We evaluate both the investment and protection sides of your balance sheet to create a more stable picture.

Informed Guidance

We translate market complexity into straightforward, actionable information.

Guidance for Life’s
Critical Transitions.

Transitioning to
Retirement

Moving from saving to spending requires a shift in strategy. We focus on retirement income streams, Roth conversions, and tax-efficient distribution strategies.

Career & Life
Changes

Whether navigating a job change or managing a windfall, we help organize the moving parts of your financial life to maintain momentum.

Growing Families &
High Earners

As your financial life becomes more complex, our framework helps manage the competing priorities of education savings and estate planning.

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Our People

The Faces Behind the Strategy.

At Sawyer Barnum, our team is built on a foundation of diverse expertise and shared values. We don't just manage portfolios; we manage relationships. Every member of our firm is dedicated to the idea that financial guidance should be as personal as the goals it supports.

Meet the Team

Referred To Barnum By a Current or Former Employer About Your MetLife Benefits?

We would be happy to work with you as you transition through this benefit change.

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A Process Designed for Clarity.

We utilize a consistent framework to help remove emotion from financial decisions. We provide our analysis upfront so you can see the value of our work before you decide to move forward.

1

Intro Call

2

Discovery

3

Analysis

4

Implementation

Step 1: Intro Call

A 15-minute conversation to discuss your needs and see if our services align with your goals. We value your time—this is about determining if we are the right fit for your unique situation.

Step 2: Discovery Interview

An in-depth "fact-find" where we listen to your priorities and gather the details of your current financial picture. We look beyond just numbers to understand your values and family dynamics.

Step 3: Analysis & Validation

We analyze the data and review it with you to ensure every recommendation is based on accurate information. This is where clarity begins to take shape through rigorous financial modeling.

Step 4: Recommendations & Implementation

We present concrete strategies tailored to your timeline. You decide the next steps. Our framework is designed to empower you with the information needed to act with confidence.

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Start With a Conversation

Book Your Discovery Call

Discover how a disciplined framework can help bring organization to your financial life.

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