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About Barnum Financial Group

Barnum Relationships

Barnum Financial Group provides a full range of investment and risk management products and services to individuals, families, as well as small businesses, corporations, government entities, and non-profit organizations in all fifty states.

Our Primary Purpose

When you partner with Barnum Financial Group to meet your protection and wealth management needs, you join a firm with a vast array of resources working in your best interests. Barnum has strategic relationships with top industry leaders that enable our finance teams to provide quality, innovative programs and products that meet your specific needs. Our firm holds important business relationships with principal enterprises such as MassMutual, MML Investor Services, LLC, and MetLife. We also leverage the experience and expertise of major institutions to help protect and service the assets you have entrusted to us.

Guiding Principals

Like the root system of a conifer tree, our guiding principles are the foundation of our financial practice. The Evergreen Advisory Team prioritizes rapport and consistent progression. Our principals are intended to place the client at the center of our practice and decisions.

Client Centered

Rapport building is essential to everyone on the Evergreen Advisory Team. We begin every relationship with a conversation, helping you to identify and prioritize which goals matter the most to you. When you partner with us, we are committed to supporting your diverse needs and help you achieve your financial goals, whether it’s for paying for college tuition or saving for retirement.

No one strategy fits everyone, which is why every client receives our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

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