Financial Planning Firm in Westchester County

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

Think of us as your Personal CFO — someone in your corner for every financial decision, big and small. Your financial life gets proactive, personalized guidance across every dimension — so you can stay focused on living it. You'll have a dedicated team of experienced professionals giving you clear answers, exceptional service, and the confidence to move forward stress-free.

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Referred to Barnum by a Current or Former Employer About Your MetLife Benefits?

Your benefits are changing — but your coverage doesn't have to suffer. Get the guidance you need to protect what matters most. Click below to schedule your appointment.

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Client Confidence in Action

Built on Relationships That Last

Our numbers reflect the trust clients place in our team and the depth of support we provide across multiple areas of their financial lives.

Client Retention Rate

0 %

Percentage of managed household accounts retained this year.

10 of 2,936 WMS clients

Elite Team of the Year Award, MMLIS Broker-Dealer

2024 & 2025

Recognized by Massachusetts Mutual Life Insurance Company (MassMutual) based on prior calendar year sales. Recipients are agents of MassMutual.

Barnum Team of the Year

2017, 2018, 2019,
2020, 2021, 2022,
2023, 2024, 2025

Recognized by Barnum Financial Group based on prior calendar year sales. Recipients are agents of Barnum Financial Group

As of 05/2026

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

Constructing Your Financial
Planning Ecosystem

Your financial life deserves more than a one-size-fits-all approach. You get a comprehensive planning ecosystem built around you — one that grows your wealth, protects what matters most, and covers every corner of your financial picture. The result? The resources and capabilities of a major firm, with the personalized attention you'd expect from a boutique family office.

Meet the Team

Who We Serve

Wherever you are in life — building your family's future, navigating a career transition, or growing a business — you deserve financial guidance that fits your situation, not a generic playbook. Here's where you fit in.

Families & Individuals

Your family's financial plan should work as hard as you do. You get a personalized roadmap for building wealth, managing debt, saving for your kids' education, and retiring on your terms — designed around your goals, not anyone else's.

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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

Running a business is complicated enough. Your financial strategy shouldn't add to that. You get experienced guidance to help you make smarter decisions, reduce risk, and build the kind of long-term prosperity your business deserves.

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Media Features

In the News

Blog Articles

^{How We Work}
A Simple But Comprehensive Process

^{STEP 1}

DISCOVERY
& FINANCIAL ANALYSIS

You share your goals, your concerns, and your vision. We listen — really listen — before anything else.

^{STEP 2}

FORMAL
RECOMMENDATIONS

You receive a clear, thorough analysis of your financial picture along with specific recommendations tailored to your situation.

^{STEP 3}

IMPLEMENTATION
OF STRATEGIES

When you're ready and confident in the plan, your strategy gets put into motion — on your timeline.*

^{STEP 4}

MONITOR
& UPDATE

Your life changes. Your plan should too. We stay close so your financial strategy always reflects where you are — and where you're headed.

*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.

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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.

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

Your Financial Life, Strategically Managed

You're in the Right Place!Referred to Barnum by a Current or Former Employer About Your MetLife Benefits?

Built on Relationships That Last

Client Retention Rate

Elite Team of the Year Award, MMLIS Broker-Dealer

Barnum Team of the Year

Constructing Your Financial Planning Ecosystem

Who We Serve

Families & Individuals

Benefit Transitions

Business Owners

Media Features

In the News

Blog Articles

How We WorkA Simple But Comprehensive Process

STEP 1

STEP 2

STEP 3

STEP 4

Let's Discuss Your Goals

^{You're in the Right Place!}
Referred to Barnum by a Current or Former Employer About Your MetLife Benefits?

Constructing Your Financial
Planning Ecosystem

^{How We Work}
A Simple But Comprehensive Process

^{STEP 1}

^{STEP 2}

^{STEP 3}

^{STEP 4}