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We Focus on your finances,

so you can focus on your life.

Everyone needs a financial plan.

About Us

About Us

We are an award winning team within Barnum Financial Group.

We help you achieve financial success through excellent advice, superior service and top-tier financial products.

We’ll simplify the complex, provide you with certainty in an uncertain world, all to give you the world’s most precious resource: Time to do the things you love with the people whom you love.


Meet the team!
Services

Services

Our core service is an ongoing relationship structured through our Design, Build and Maintain System for Financial Success. This is a continuous financial planning process engineered over 20 years to produce ongoing success and satisfaction. It’s based on the Certified Financial Planning Board’s standard seven step process.

We focus on your goals, needs, desires and resources and integrate the common components of personal financial planning, which include asset management, tax planning, insurance planning and estate planning.


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Client Testimonial

Mike Lynch and his team at Barnum Financial Group upon rreeting us over 11 years ago listened to us and understood our goals for investing and retirement. Since that time, we have been meeting quarterly and he has been explaining the current financial market, risk tolerance, managing of our investment accounts and highlighting investment strategies in accordance with our retirement goals. Having the financial knowledge, guidance and sound strategic planning from Mike and Barnum are helping us to successfully reach our retirement goals.


We are grateful for their help!!!


Disclosure: Bernard W Lane Jr. and Dr. Jan Owens-Lane are current clients and were not compensated for their testimonial. Their testimonial may not be representative of the experience of other clients and is not indicative of future performance or success.

CRN202612-7583258

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Client Testimonial

If you're seeking a financial advisor who is deeply knowledgeable about financial markets, I highly recommend Mick Lynch. With years of experience in navigating the complexities of investments, retirement planning, and wealth management, I believe he stands out for his expertise and dedication to me and his other clients. Mike is always on top of market trends, providing sound advice that is both smart and tailored to my situation.


He is sincerely concerned for my financial well-being and takes the time to thoroughly understand my goals, risk tolerance, and unique circumstances. He meets with me regularly (and checks in by phone in between) to make sure I have no new concerns with my long-term objectives. Mike is patient, to the point, and always willing to explain complex financial concepts.
I trust him because of his integrity and devotion. If you're looking for a reliable, experienced advisor, Mike Lynch is an excellent choice.


Disclosure:  Paul Chambers is a current client and was not compensated for his testimonial. His testimonial may not be representative of the experience of other clients and is not indicative of future performance or success.

CRN202612-7607105


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Have Questions? Ask Michael!

We understand that every financial journey is unique. Whether you're looking to create a comprehensive financial plan, plan for retirement, or invest wisely, our team is here to guide you every step of the way. We’re committed to providing personalized solutions that align with your goals and aspirations. Have questions or need assistance? Reach out to us today! We look forward to helping you achieve financial peace of mind.

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