Our Team
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.
Cultivated For You
Financial Planning Tailored to Your Needs
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.
Our Mission
As a team, we believe in providing the highest level of financial planning services by focusing on our client’s priorities and goals.
Our Services
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.
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