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Your Financial Family, Not Just Money Managers.

Your Financial Family, Not Just Money Managers.

The Fortune and Williamson Team at Barnum Financial Group believes financial planning goes beyond managing your money. We're your dedicated financial partner, offering a speed dial type of relationship with a team you can trust like family. We understand one-size-fits-all doesn't work. Our process is built on getting to know you, your goals, and your entire financial picture. We create custom financial plans, not cookie-cutter solutions, to help you achieve your maximum financial potential. With locations throughout New Jersey, we're here for you, every step of the way. Let us help you navigate towards financial freedom and build a secure future.

Education. Choices. Solutions.

With over 100 years of combined experience and the ability to select from a variety of industry leading solutions, it is our commitment, responsibility, and joy to provide education on financial options. We seek to help you fully understand your options so that you can make informed decisions with confidence. 

Individuals & Families

Individuals & Families

We create strategies that are tailored to your needs and goals.

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Career Transitions

Career Transitions

Referred to Barnum by a current or former employer about your MetLife benefits? You're in the right place!

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Equity Compensated Individuals

Equity Compensated Individuals

Years of experience have prepared us to guide you through your life transitions.

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Here's How Our Process Works

Your financial journey starts here. We guide you through a four-step process: uncovering your goals, analyzing your finances, crafting personalized solutions, and providing ongoing support. Together, we'll help turn your financial dreams into a clear and achievable reality.

1. Uncover Your Dreams and Realities

We start by listening to your concerns and aspirations. Together, we define your financial goals for the future and work to build a roadmap to achieve them.

2. Deep Dive for Clear Vision

We gather your financial details and analyze them thoroughly. During this analysis, we identify areas aligned with your goals and potential opportunities to gain clarity on your financial path forward.

3. Simplified Solutions, Ongoing Support

We present our actionable recommendations in a simple way that is easy for you to understand. We then guide you through implementation and conduct regular reviews to keep you on track to your financial goals.

Don't Procrastinate Your Future

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Referred to Barnum by a Current or Former Employer About Your MetLife Benefits?

Referred to Barnum by a Current or Former Employer About Your MetLife Benefits?

You’re in the Right Place!
We would be happy to work with you as you transition through this benefit change. Please use the button below to schedule an appointment with us.

Dedicated to Your Success

Richard Fortune's unwavering dedication to client success has earned him a place in the MetLife Hall of Fame. His relentless pursuit of your financial well-being is what drives him, making him and his team the ideal partners for your journey towards a secure future.

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