6 Corporate Drive
A holistic approach to managing your finances
Your destination, our guidance
Planning for Your Future
With over forty collective years of financial expertise, the Evergreen Advisory Team at Barnum Financial Group is here to help you through life’s financial challenges. Together, our advisors and support personnel are here to help you achieve your long-term goals.
The best futures are achieved through naturally diverse investments. Like the strongest trees, the seeds you plant today will lead to a lush canopy of comfort, shelter, and protection tomorrow.
Personalized financial planning is the foundation of everything with the Evergreen Advisory Team. Together, we’ll make your money work for you and your future. Our client-first approach is designed to help individuals and families with a range of financial situations.
As a team, we believe in providing the highest level of financial planning services by focusing on our client’s priorities and goals.
We believe every person deserves access to sound, informed financial advice. Regardless of your situation, tolerance for risk, and goals, we’re ready to help you prepare for the future. Come rain or shine – together, we’ll encourage your investments to grow for years to come.
*Plan implementation can be done through a firm of your choosing.
Curated articles, videos, and more, for a financially savvier you.
Rather than focusing on product sales or commission-based portfolios, we focus on your goals and aspirations. Our services span from investment management to financial planning, but one thing stays the same: we are focused on you.
"Someone’s sitting in the shade today because someone planted a tree a long time ago."
- Warren Buffett
"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."
- Alexa Von Tobeln
Planning for only one life event would be like having only one puzzle piece and expecting the entire picture to come together. We utilize a comprehensive approach to help you design your masterpiece.