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6 Corporate Drive, Shelton, CT 06484

(203) 513-6266
harboroak@barnumfg.com
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Your Financial Future.
Guided with Purpose.

We believe thoughtful financial guidance begins with understanding what matters most and building a plan around it. We partner with individuals, families, and business owners to bring clarity and confidence to long-term planning through an open architecture approach and a team committed to your goals.

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What You Should Expect From Your Financial Team

In today’s world, responsibility for your financial security has never been greater, and the noise of information never louder. What you need isn’t just data. You need a partner who listens, sorts through the complexity, and helps you make informed decisions that align with your life.

WHO YOU WORK WITH MATTERS

Barnum Financial Group Featured In

The Wall Street Journal CNBC Forbes Barron's MarketWatch NerdWallet The Wall Street Journal CNBC Forbes Barron's MarketWatch NerdWallet

Why Harbor Oak

Financial planning should feel personal, not transactional.

At Harbor Oak, we combine deep experience with a human approach to help individuals and families make confident decisions at every stage of life.

Our structure, credentials, and open architecture platform are designed to support long-term relationships — not one-time recommendations.

4 CFP® + 1 CPA*
Credentialed professionals
Supported by a dedicated service team.
145 Years
Combined experience
Guiding clients through life’s transitions and financial decisions.
Open Architecture
Platform & flexibility
Access to best-in-class strategies and solutions — not just what’s in-house.

*Licensed but not practicing on behalf of MML Investors Services, LLC or its affiliated companies.

Who We Help

Planning built around where you are

Whether you’re making personal financial decisions or supporting a business and its employees, we provide guidance that connects the bigger picture.

Individuals & Families

Personal guidance for important life decisions

We help individuals and families bring structure to retirement planning, investment decisions, tax strategy, and protection planning — so financial decisions stay aligned with long-term goals.

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Businesses & Employers

Strategies that support owners, teams, and employees

We work with business owners and organizations to provide retirement plan guidance, benefit strategies, and financial education that support both leadership objectives and employee needs.

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Client Testimonials

What Our Clients Are Saying

“From our first discussion, the Harbor Oak team was attentive and patient in discussing options as I planned for my future. I am pleased with their continued guidance and confident in my goals.”

Michael S.

Michael S. is a client and was not compensated for his testimonial. His testimonial may not be representative of the experience of other clients and is not indicative of future performance or success CRN202805-11082405.

“We have worked with the Harbor Oak team over the last six years and they have been consistently reliable, patient, and quick to respond. They explain complicated financial details in a way that makes them understandable.”

Paul K.

Paul K. is a client and was not compensated for his testimonial. His testimonial may not be representative of the experience of other clients and is not indicative of future performance or success. CRN202805-11082425
Client Centered

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