Name

Barnum Premier Client Group

Legal name

Barnum Premier Client Group

Website

https://barnumpcg.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Trusts, Estates, and Agency Accounts (525920)

SIC

Investment Advice (6282)

akta.pro primary industry

Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)

akta.pro secondary industries

Full-Service Retail Brokerage & Wealth Platforms (FSAAAAAA), Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

Keywords

• Wealth management services
• Financial planning advisors
• Retirement planning solutions
• Estate planning services
• Tax mitigation strategies

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Wealth Management and Financial Advisory Fees: The firm generates revenue through providing comprehensive financial planning and wealth management services. Services include investment management, retirement planning, estate planning, risk management, and tax mitigation strategies. Revenue is derived from advisory fees, which may be commission-based, fee-based, or a combination depending on the services provided and client arrangements. Securities and investment advisory services are offered through MML Investors Services, LLC.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Barnum Premier Client Group is a wealth management and financial advisory firm that delivers comprehensive financial planning across six integrated disciplines: Comprehensive Financial Planning, Wealth Management, Tax Mitigation Strategies, Risk Management, Retirement Planning, and Multi-Generational Wealth Planning. The firm also offers specialized services for ultra-affluent clients, professional and NIL athletes, equity and liquidity event planning, and MetLife benefit transition planning. Clients access ongoing account management through the eMoney Personal Financial View and Wealthscape client portals, with advisory services delivered through a team of credentialed financial advisors.

Product overview

Barnum Premier Client Group is a wealth management firm offering a comprehensive suite of financial planning services through a multi-advisor team approach. The core offering consists of six integrated financial planning disciplines: Comprehensive Financial Planning, Wealth Management, Tax Mitigation Strategies, Risk Management (insurance), Retirement Planning, and Multi-Generational Wealth Planning. These services are delivered alongside specialized offerings for equity compensation planning, IRC Section 7702 insurance planning, MetLife benefit transitions, and athlete-focused financial services. The firm provides clients with access to online portals (eMoney Personal Financial View and Wealthscape) for ongoing account management. Services are coordinated with clients' CPAs, attorneys, and other professional advisors.

Differentiator

Problem solved

Functional benefit

Products and services

• Comprehensive Financial Planning Tailored financial planning services addressing cash flow, savings strategies, lifestyle considerations, and long-term financial goals for individuals, families, and business owners, including budgeting, goal-setting, and integration of short-term and long-term planning.
• Wealth Management Managing, growing, and protecting assets through personalized investment strategies aligned with risk tolerance, timeline, and goals, including portfolio analysis, asset allocation, security selection, and concentrated stock position management.
• Tax Mitigation Strategies Proactive tax-efficient strategies including deductions and credits optimization, tax-efficient investing, asset location, ownership structures, cost basis analysis, tax loss harvesting, and Roth IRA conversions, coordinated with clients' tax professionals.
• Risk Management Insurance solutions including life insurance, disability income, long-term care insurance, health insurance, homeowners/renters insurance, automobile insurance, and excess liability coverage for clients.
• Retirement Planning Navigation of pre-retirement and retirement years including accumulation phase planning, income distribution strategies, Social Security optimization, Medicare/Medigap planning, and gap-year planning.
• Multi-Generational Wealth Planning Preservation of family legacy including wills, beneficiary designations, powers of attorney, trusts, guardianship for minors, special needs planning, business succession planning, charitable giving, and legacy planning.
• Equity & Liquidity Event Planning Planning services for private company equity holders, executives, and families facing liquidity events including equity compensation review, concentrated position planning, and coordinated strategy around tax and estate planning.
• IRC Section 7702 Insurance Planning Strategic use of permanent life insurance structured under IRC Section 7702 for ultra-affluent clients, enabling tax-deferred growth, tax-free access to capital, and tax-free wealth transfer.
• MetLife Benefit Transition Planning Assistance for individuals transitioning from employer benefits, particularly those covered under MetLife group life insurance programs, helping them make informed decisions about benefit continuation.
• Professional and NIL Athletes Financial Services Specialized financial planning for professional athletes and NIL (Name, Image, Likeness) athletes including wealth management, tax planning, insurance, and career transition planning.
• eMoney (Personal Financial View) Client financial portal for viewing and managing personal finances online, provided to existing clients of Barnum Premier Client Group.
• Wealthscape Client wealth management portal for accessing account information and investment details, provided to existing clients of Barnum Premier Client Group.

Segments6 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

Partnerships

One partnership is on record.

• MetLifecoreStrategic or Co-development PartnerMetLife has a special arrangement with Barnum Financial Group that allows Barnum to assist individuals covered under their employer's group life insurance program with obtaining information to make informed decisions during benefit transitions. Barnum serves as a specialized resource for MetLife benefit transition clients, helping them navigate their benefit changes.

Scale indicators2 records

Recent moves1 record

Expansion highlights5 records

Direct peers

• Edelman Financial Engines: National wealth management and financial planning firm serving mass-affluent through ultra-affluent clients with team-based advisory delivery similar in structure to Barnum Premier.
• Ameriprise Financial: Independent advisor-channel wealth management firm with comparable advisor-led financial planning, retirement, and estate solutions targeted at mass-affluent and HNW households.
• Barnum Financial Group: Sister-affiliated wealth management practice operating under the same Barnum/MassMutual ecosystem with a similar broker-dealer advisory model and overlapping service lines across the Northeast.
• Northwestern Mutual: Large broker-dealer-affiliated wealth management and financial planning network with advisor-led model, advanced designation culture, and multi-discipline planning team structure analogous to Barnum Premier.
• Creative Planning: Large independent RIA delivering comprehensive wealth management, estate, tax, and retirement planning to HNW and UHNW clients with a multi-advisor team model.
• New York Life Wealth Management: Mutual insurer operating a large broker-dealer-affiliated wealth and advisory practice with NY metro strength, multi-advisor teams, and holistic financial planning offerings.

Broad incumbents

• Fidelity Wealth Services: Broad incumbent with mass-affluent through HNW wealth advisory, proprietary platforms, and integrated retirement, brokerage, and planning offerings competing for the same advisor-served households.
• Morgan Stanley Wealth Management: Large incumbent wirehouse with comprehensive wealth management, investment advisory, and lending capabilities serving HNW and UHNW clients in the same NY metro and US market.
• UBS Wealth Management USA: Global wealth manager with strong ultra-affluent and family office franchises, providing overlapping wealth advisory, estate, and liquidity event planning in the same target market.
• Goldman Sachs Private Wealth Management: Incumbent ultra-high-net-worth wealth manager with concentrated-position and equity liquidity event expertise that directly competes for Barnum's UHNW and executive clients.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/barnum-premier-client-group

Revenue estimate

Valuation estimate

Number of profiles

Profiles34 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Barnum Premier Client Group