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Our Firm

Thanks to the trust and confidence valued clients like yourself have placed in us, our financial advisory practice has evolved and grown over the years.Throughout 2015, we worked to build a team of quality service and support professionals. We also conducted a search for several financial services executives we felt could provide the kind of quality advice and education you have come to expect from us.

The goal of these efforts was to transform our practice to better serve the needs of people like you, not just for today but for the future. On our The BPCG Team page you will find a chart of our new organization with biographies and details on the key people who will help us continue to help you with all of your wealth preservation and accumulation needs. We are excited about the positive impact all of these changes will have on our work on your behalf.

We are known as Barnum Premier Client Group. We feel this name reflects our commitment to providing premier financial advisory services to our clients. Everyone at Barnum Premier Client Group is committed to helping you achieve financial security, for you and those you hold dear.