We are Barnum
Barnum offers the scope of a national financial services provider, with access to industry-leading financial planning services, investment management, and insurance and protection products, while delivering a level of personalized service and attention found at a boutique firm.
Our Vision
Be the premier provider of financial services in the United States.
Our Mission
Enrich as many lives as possible.
Who We Serve
Barnum Financial Group provides a full range of investment and risk management products and services to over 250,000 clients. This includes individuals and their families, small businesses, corporations, government entities, and non-profit organizations and their employees in all fifty states.
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With offices in Connecticut, Massachusetts, New Jersey, New York, and Rhode Island, Barnum has a team of resources to help create customized solutions to fit your goals and circumstances. Barnum strives to build long-term relationships with each client through understanding, quality service, integrity, and financial education.
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We provide personal advice and solutions to more than 250,000 clients, including individuals and their families as well as small businesses, corporations, government entities, and non-profit organizations and their employees, across all 50 states.
What is Important at Barnum
Growth Mindset
We believe our potential is limitless. Mistakes are acceptable if they are accompanied by learning and we celebrate our success together.
Being Respectful & Inclusive
All advisors and associates are important. Through trust and integrity, we encourage open and honest communication with our
associates, clients, and the community.
Our Clients
We are committed to our clients and always act in their best interest.
Hard Work
We enjoy the work we do and make it a point to go above and beyond for each other and our clients.
Barnum Timeline
1993
Paul Blanco is appointed as Managing Director and establishes a new firm focused on investment and protection solutions, but retains the Barnum name. The firm starts with 9 advisors and produces $450,000 Gross Dealer Concession
2003
Barnum Headquarters moves from Trumbull to Shelton, CT and, opens an office in Stamford.
2007
Barnum expands into New York with an office in Yonkers and NYC.
2010
Creation of Wealth Strategies Division with a products solutions and Financial Planning unit.
2017
Establishes Risk and Insurance Associates
2021
Launch of Bii, Barnum Inforce Insights
Launch of The Agency, Barnum's premier marketing agency.
2001
Moves from transaction-based to a financial planning business model.
2006
The Foundation for Life, a 501 (c) (3) non-profit organization is founded by Paul and Mindee Blanco.
2009
Barnum expands to Rhode Island and opens the Warwick office.
2016
Barnum Financial Group becomes an office of MassMutual Financial Group continuing to brand as Barnum Financial Group.
2020
Barnum Financial Group wins exclusive rights to manage MetLife's national financial wellness program, PlanSmart Launch of Diversity, Equity, Inclusion and Belonging Committee.
2022
Barnum and MassMutual of TriState merges under the name Barnum Financial Group
Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.SIPC.org.
6 Corporate Drive, Shelton, CT 06484. Tel: 203-513-6000 CRN202706-6761737
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1. As of 07/01/2024, our firm’s total Assets Under Management (AUM) were $9,643,000,000 and our total Assets Under Administration (AUA) were $29,985,000,000 AUM reflects the market value of all investments our investment adviser representatives manage through MML Investors Services, LLC managed account programs. AUA reflects the market value of non-advisory investment programs and accounts offered through our registered representatives of MML Investors Services, LLC, in its capacity as a broker/dealer, as well as the annuity contract values, and life insurance cash values of insurance products sold or serviced by insurance agents/brokers associated with our firm. This value will fluctuate based on changes in market conditions, inflows and outflows of client monies, and other factors, and does not reflect the impact of fees, expenses, or taxes that may apply to the purchase, redemption, or transfer of underlying investments, accounts, contracts, or policies. MML Investors Services, LLC is a registered investment adviser and broker/dealer, Member SIPC. Annuity and Life Insurance values may be associated with various insurance carriers.
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2. As of 7/3/2023