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A Financial Team That Plans Like It’s Personal, Because It Is.

You deserve more than just financial advice—you deserve a team who understands your full financial picture and helps you move forward with clarity and purpose.

 

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Your Financial Life, Strategically Managed

As your "Personal CFO", we provide proactive, personalized guidance across every aspect of your financial life—so you can focus on living yours.You'll work with a dedicated team of experienced professionals who provide personalized advice, exceptional service, and the clarity to navigate your financial future stress-free.

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Constructing Your <strong>Financial </strong><br/><strong>Planning Ecosystem</strong>

Constructing Your Financial
Planning Ecosystem

The SKG Team at Barnum Financial Group aims to create comprehensive financial planning ecosystems that build wealth, offer protection, and ensure meticulous planning across all facets of your financial life. We combine the robust capabilities of a major financial firm with the personalized service and attention of a boutique family office, ensuring tailored solutions for every client.

Who We Serve

Whether you’re an individual or family planning for the future, navigating a career or benefit transition, or a business owner seeking financial guidance, our team is here to help you make informed decisions with confidence.

Families &#38; Individuals

Families & Individuals

We assist your family in wealth accumulation, debt management, saving for your children's education, and preparing for retirement. Your financial plan is personalized to align with your specific objectives, aiming to boost your savings and investment capabilities.

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Benefit Transitions

Benefit Transitions

If you’re transitioning from a job, do you have a plan in place to continue the benefits you had through your former employer?

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Business Owners

Business Owners

Running a business involves a complex strategies for growth and prosperity. Our experience can help you make informed financial decisions, mitigate risks, optimize resources, and achieve long-term success.

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How We Work
A Simple But Comprehensive Process

STEP 1

DISCOVERY
& FINANCIAL ANALYSIS

We meet with you to listen and understand your unique goals and objectives for your future. 

STEP 2

FORMAL
RECOMMENDATIONS

After an in-depth analysis, we will present our recommendations and areas of opportunity.

STEP 3

IMPLEMENTATION
OF STRATEGIES

If you are satisfied with the plan and our recommendations, we will move forward and make the plan effective.*

STEP 4

MONITOR
& UPDATE

One of the most important aspects of financial planning is making sure it evolves as your life changes.

*Plan implementation, which involves purchasing products and services, is separate and distinct from the financial planning services. Clients can, but are under no obligation to, implement the advice through us, or through a financial institution of the client’s choice.


Media Features

Media Features

In the News

In the News

Blog Articles

Blog Articles

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2026 Best in State Wealth Management Teams ranking was issued by Forbes on 1/9/ 2026 for the period covering 3/31/2024-3/31/2025. To be considered, must be fully operational as a team for one year and one team member must have a minimum of seven years’ experience. The rankings were developed by Shook Research based on in-person, virtual, and telephone due diligence meetings to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, visit www.forbes.com

2026 Best in State Wealth Advisors ranking was issued by Forbes on 04/07/2026 for the period covering 6/30/24 - 6/30/25. The ranking was developed by Shook Research based on in-person, virtual, and telephone due diligence meetings to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, visit www.forbes.com.