Barnum Capital Management unites a team of financial professionals with diverse expertise and a shared commitment to financial literacy, personalized advice, and exceptional service. With experience navigating various economic conditions, stock market cycles, political shifts, and changes in tax and legislative policies, their focus is on creating tailored financial plans that help clients stay aligned with their long-term goals despite external changes.
Jim Ian, Managing Partner, had over a decade of financial experience from Ameriprise Financial and Prudential Investments which he brought over to Barnum 2004. His vision for a new financial planning practice, combined with his mentorship of young advisors, significantly impacted the firm and industry.
Matthew Paulsen and Franco Piscitelli joined Jim soon after and they formally established Barnum Capital Management to address the evolving financial needs and complexities faced by individuals. Their holistic approach integrates all aspects of clients’ lives, helping them manage changes like market cycles, tax reforms, and technological advancements while maintaining a clear focus on their overall goals.
Since its inception, BCM has expanded to include certified financial planners, life insurance coordinators, transitional planning specialists, and a dedicated client support team, all committed to providing top-tier service. Barnum Capital Management combines vision, expertise, and experience to help clients preserve, protect, and grow their wealth for themselves and their loved ones.
I am a registered representative of and offer securities and investment advisory services and financial planning through MML Investors Services, LLC, member SIPC (www.sipc.org). Supervisory address: 6 Corporate Drive, Shelton CT 06484. 203-513-6000
Company Details
- Employees
- 9
- Founded
- -
- Address
- 800 Boston Post Road,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.barnumcm.com
- Keywords
- Investing, Retirement Planning, Business Exit Planning, Transition Planning, Financial Planning, Long Term Care Planning, Corporate Education.
- HQ
- Guilford, CT
- Competitors
- Barnum Financial Group | Executive Recruiting, Wildflow Co., Elliott Wealth Management Services, LLC, Coastal Wealth Brokerage, Ironbound Wealth Management Group, Barnum Financial Group, The SKG Team at Barnum Financial Group, Viza Property Management, Evolve Systems, National Basketball Association (NBA).
Barnum Capital Management Questions
Barnum Capital Management's website is http://www.barnumcm.com
Barnum Capital Management's LinkedIn profile is https://www.linkedin.com/company/barnum-capital-management
Barnum Capital Management has
9 employees.
View email and phone details for 9
employees at Barnum Capital Management.
Barnum Capital Management's industry is
Financial Services
Barnum Capital Management's top competitors are
Barnum Financial Group | Executive Recruiting,
Wildflow Co.,
Elliott Wealth Management Services, Llc,
Coastal Wealth Brokerage,
Ironbound Wealth Management Group,
Barnum Financial Group,
The Skg Team At Barnum Financial Group,
Viza Property Management,
Evolve Systems,
National Basketball Association (Nba).
Barnum Capital Management's categories are Financial Services
Barnum Capital Management's founding year is 2004
