Business Details
31 Years
experience
Trusted Financial Advisers for Personalized Wealth Management
For over three decades, Barnum Financial Group has specialized in providing comprehensive financial planning solutions tailored to individual client needs. Founded on principles of transparency and client-centric service, we guide families through major life milestones by creating personalized strategies for retirement, protection, and wealth growth. Our team of 375+ financial professionals leverages extensive experience to deliver customized plans that address evolving financial landscapes, including inflation management, retirement income optimization, and risk mitigation.With $49 billion in assets under management and a track record of serving 375,000+ households, we combine proactive portfolio management with insurance solutions to build lasting financial security. Recognized as a Top Workplace by Hartford Courant, our culture of teamwork and integrity ensures clients receive expert guidance through every life transition.
Services
Retirement Planning
Financial Planning
Protection Planning
Education Funding
Career Transitions
Business Solutions
Long-Term Care
Estate Planning
Investment Management
Insurance Services
Details
- Year established: 1995
Highlights and features
- 30+ years guiding families through complex financial planning needs
- 375+ certified financial professionals with specialized expertise
- Customized strategies for retirement income and risk management
- Proven track record managing $49B+ in client assets
- Recognized Top Workplace with client-focused service culture
Associations and certifications
- FINRA BrokerCheck
- SIPC Member
What people say
Peace of mind
Expert guidance
Customized solutions
Proactive management
Trusted advisors
Services
Retirement Planning
Maximize retirement savings through personalized income strategies that manage longevity risks and market volatility. Our planners create tax-efficient withdrawal plans and portfolio allocations tailored to individual retirement timelines. With ongoing portfolio oversight, we ensure clients maintain financial stability throughout their retirement years while optimizing Social Security and pension benefits.
Financial Planning
Comprehensive wealth management combining investment strategies with tax-efficient planning. We develop customized financial roadmaps addressing short-term goals and long-term objectives. Our approach integrates portfolio diversification, risk management, and regular performance check-ins to adapt to changing market conditions and personal circumstances while maintaining focus on wealth preservation.
Protection Planning
Custom insurance solutions balancing life, disability, and long-term care coverage. We conduct coverage gap analyses to identify vulnerabilities and recommend tailored policy mixes from trusted carriers. Our approach ensures families maintain financial security through unexpected health events while optimizing premium costs and benefit structures to match individual risk profiles.
Career Transitions
Specialized guidance for job changes, equity compensation, and early retirement scenarios. We develop cash-flow bridge plans and rollover strategies to maintain financial momentum during career shifts. Our experts optimize benefit package selections and equity liquidation timelines to ensure seamless transitions without compromising long-term wealth objectives.
Education Funding
Tax-advantaged college savings strategies using 529 plans and custodial accounts. We create age-based investment portfolios and cost projection models to align savings with educational goals. Our approach balances parental retirement needs with children's education funding while maintaining flexibility for changing academic plans and financial aid considerations.
People
Paul Blanco
CEO & Founder
Paul Blanco co-founded Barnum Financial Group 32 years ago, transforming it from a struggling firm into a Top Workplace award winner with 400+ employees. He leads strategic initiatives focusing on client-centric innovation and financial education programs.
Mindee Blanco
Co-Founder
Mindee Blanco partnered with Paul to rebuild Barnum Financial Group's culture around teamwork and family values. She oversees community engagement initiatives and client service standards that have helped serve 375,000+ households since their leadership began.
Questions
What financial planning services do you offer?
We provide retirement planning, protection strategies, education funding, career transition guidance, and estate planning tailored to individual client needs.
How does your financial planning process work?
Our three-step process includes goal assessment, personalized plan creation, and ongoing portfolio management with regular performance reviews and adjustments.
Are your financial advisors certified professionals?
Yes, we employ 375+ certified financial professionals with expertise in investment management, insurance, and retirement planning strategies.
How are your services priced?
We offer complimentary initial consultations. Specific service fees depend on complexity and are discussed transparently before engagement begins.
Do you work with out-of-state clients?
Yes, our 375+ advisors serve clients nationwide through virtual consultations and local office locations across five states.
What makes Barnum different from other firms?
Our client-first approach combines personalized planning with $49B+ in managed assets expertise and a 30-year track record of Top Workplace recognition.
Reviews (1)
Brittany Buza
Jan 11, 2020
Report
This particular review pertains to David Abel of Barnum Financial Group in Shelton, CT, and David alone. (If I was able to rate David zero stars, I would have in a heartbeat!)
My husband and I had taken a whole life insurance policy out on our daughter when she was born 6 years ago. From the beginning, our account was being serviced by David Abel of Barnum Financial Group. In the beginning of the process when David was trying to sell us a policy, he was easy to work with. As time progressed, things became more complicated when we needed to make a simple, route update to our payment information
My husband and I had taken a whole life insurance policy out on our daughter when she was born 6 years ago. From the beginning, our account was being serviced by David Abel of Barnum Financial Group. In the beginning of the process when David was trying to sell us a policy, he was easy to work with. As time progressed, things became more complicated when we needed to make a simple, route update to our payment information
