Financial planning built on real conversations

Build Wealth. Create Income.
Plan With Confidence.

Personalized financial, investment, and retirement planning built around what matters to you.

Financial planning built on real conversations.

Experience You Can Build On

Guiding individuals, families and business owners since 1987.

Nearly four decades of experience have given Scott a deep understanding of the financial decisions individuals, families, and business owners face. His approach focuses on bringing clarity to those decisions and providing guidance aligned with each client’s goals and priorities.

CFP®

ChFC®

CLU®

CRN202901-10348974

Scott's Approach to Financial Planning

I work with individuals and families to build and manage wealth with the goal of creating sustainable income and long-term financial confidence. My focus is on simplifying complex decisions and providing clear, values-based guidance, especially during uncertain times.

The People Behind the Process

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A Personalized Path To Financial Confidence

^{Step 01}

Discover

Complete our comprehensive financial checklist.

^{Step 02}

Discuss

Engage in a detailed conversation about your financial landscape.

^{Step 03}

Design

Receive tailored recommendations without obligation.

^{Step 04}

Implement

Collaborate to put your personalized plan into action.

The Power of a CFP^®

CERTIFIED FINANCIAL PLANNER® professionals, a certification for advisors who have completed extensive training in each area of financial planning and are held to rigorous fiduciary, ethical and educational standards.

Learn more about the CFP®

^{Ready to Talk?}Schedule A Complimentary Consultation

info@barnumfg.com

565 Taxter Rd Suite 625
Elmsford, NY 10523

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Build Wealth. Create Income. Plan With Confidence.