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Our Mission

The Harbor Oak Team at Barnum Financial Group takes a highly personalized approach to helping plan for both your short-term needs and opportunities, and your long-term goals.  We take the time to gather all the important information about your current financial situation, as well as listen to your questions and concerns to help us learn about the aspirations you have for yourself, your family, and your legacy.  We then take this knowledge of your priorities to develop customized strategies to help you achieve your financial goals.  Throughout our relationship, we act in your best interests, serving you with integrity and fairness in our role as fiduciaries.

Our team brings decades of experience providing holistic needs-based financial planning.  Our multigenerational team will enable us to provide continuity to each client relationship for years to come.  It also helps us understand the needs of each generation within an extended family.  The team participates in continuous education courses and seminars to ensure we are bringing you the most current information and strategies.  As such, we are held to our industry’s fiduciary standard of care which requires a financial advisor to act solely in the client’s best interest when offering personalized financial advice.

Our goal is to build a long-term relationship with you so that we can provide a continuity of advice over time that evolves as your needs, opportunities, and goals change.  We believe this approach will give you confidence even in times of economic shifts, market volatility and other developments.