The Trusted Marketing Partner for Financial Advisors

We’re here to help your business thrive

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Overwhelmed by the complexities of digital marketing? We can help. We offer a suite of digital strategies and creative services designed specifically for financial professionals. From crafting your ideal client profile to automating targeted campaigns, we'll build and manage a plan that reflects your expertise and attracts the clients you deserve. Imagine your perfect brand — effortlessly growing — that's the power of our partnership.

Schedule a Consultation

Grow Your Wealth with a Smarter Marketing Plan

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Digital Marketing Services

Own your online presence! We build comprehensive marketing plans which can include engaging email campaigns, powerful SEO strategies, and dynamic social media content to amplify your brand voice and attract your ideal audience.

Creative Services

We breathe life into your brand! From catchy slogans to stunning visuals, our creative team of designers and writers can craft compelling content that grabs attention and fuels results.

Videos & Podcasts

Captivating video content and engaging podcasts that tell your brand’s story in today's most popular fashion. From concept to polished production, we bring your vision to life, amplifying your reach and impact.

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Web Development

Your website is more than a digital brochure. We design stunning, user-friendly websites that serve as a marketing funnel, helping to convert visitors into customers. Crafting a seamless journey, we guide them from awareness to action through strategic content and clear calls to action.

Here’s How it Works

Much like your process working with clients, we work to understand your needs and goals, analyze your current marketing status and develop recommended strategies to help you achieve your business goals.

Discovery Consultation
Analysis and Recommendations
Implementation

Let’s Talk About Your Marketing

See Our Work

Explore our portfolio to see how The Agency crafts strategic marketing campaigns that ignite brand growth with powerful and engaging creative.

Check it out!

What Our Clients are Saying

"Using the Barnum Marketing team’s services to enhance my social media and include content marketing into my practice has played a crucial role in promoting my business. It has increased my brand awareness and is an opportunity for me to reach a vast audience and increase visibility. Together, we’ve created content that I feel is relevant not only to my practice but has established myself as an authority in our field while staying current with world events. I cannot put a price on how this has helped my practice!

-Sandra Scanni, Financial Planner
"I wanted you to hear that my content marketing subscription with your team has actually landed me an appointment with someone I have only had limited contact with in the past. Please keep up the hard work and thank you all!"

Hank Plyler, Financial Planner
"I wanted to take a second to recognize our talented marketing division in assisting our team to produce a top notch custom quarterly newsletter that goes out to our clients. This gives us an opportunity to stay in front of our clients on a consistent basis, reminding them that we’re always here, while giving them a taste of what our team is all about. Recent feedback from a top $2M+ client: 'Great newsletter, thanks!' – this is what we love to see!"

- Justin Williamson, Financial Advisor
" Similar to the rest of Barnum, it is clear the marketing team is focused on helping advisors grow their business. That is apparent in their timely replies, thoughtful answers, and valuable insight. We collaborate with them on all of our client-facing materials and correspondence - they have really helped us level up our branding! "

Judah Piano, CFP® CERTIFIED FINANCIAL PLANNER™ professional and Scott Martin, CFP®, ChFC®, CLU® CERTIFIED FINANCIAL PLANNER TM Professional
"Working with the Marketing Team creating our quarterly newsletter has been a tremendous help. It allows us to get out regular and timely messaging to our clients in our own voice. Having the marketing team to format and edit our thoughts provides a quality product without sacrificing a lot of time and energy."

Matthew Sawyer, CFP® , ChFC®, CLU®, RICP®, AIF®, CLTC Managing Sales Director | Registered Representative | Investment Advisor Representative

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Let’s Talk About Your Needs

Contact Us

iquerze@barnumfg.com

(888) 712-2310

6 Corporate Drive,
Shelton, CT 06484