When Life Changes, Your Financial Plan Should Too
We align your goals, priorities, and decisions into a plan designed to support you today, and adapt as life evolves.
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Individuals & Families
Your financial life is more than numbers, it’s about goals, security, and legacy. We help families build structured plans that last a lifetime.
Career & Benefit Transitions
Whether changing jobs or preparing for retirement, Team PGH have the tools and expertise to support smooth transitions without uncertainty.
Business Owners
Grow and protect your business with strategic financial planning that considers cash flow, succession, and risk management.
Meet Team PGH
At Barnum Financial Group’s Team PGH, we believe that financial planning is a team effort, between you and our professionals. We bring diverse expertise to help you make informed decisions about your financial future.
Our team includes CERTIFIED FINANCIAL PLANNER professionals, investment advisor representatives, client service professionals, and support staff — all committed to your success.
There When It Matters Most
“From the minute I started talking with Team PGH, I realized I could trust them. Not just a mutually beneficial relationship, but something tailored for me that made sense and set me up for a better future.
Then, my husband of 20 years passed away. I immediately called Team PGH, who came through for me like champs. Without that connection and trust, I would have been totally lost.”
— Theresia P.
Theresia P. is a current client and was not compensated for her testimonial. Her testimonial may not be representative of the experience of other clients and is not indicative of future performance or success. CRN202805-11108297
“Scott Panza and his team have supported us for close to 20 years through insurance planning, college planning, retirement planning, and long-term care considerations.
They listen closely to our needs and goals while offering thoughtful ways to consider achieving them. The whole team is responsive and incredibly client focused.”
— Sandy T.
Sandra is a current client and was not compensated for her testimonial. Her testimonial may not be representative of the experience of other clients and is not indicative of future performance or success. CRN202804-11145054
The Team PGH Difference
When you work with Barnum Financial Group’s Team PGH, you get more than financial advice. You get a team committed to your clarity, confidence, and success:
- Big-Firm Strength, Small-Team Care: National capabilities paired with personal, attentive service.
- Collaborative Expertise: Advisors, specialists, and support working together on your plan.
- Education You Can Understand: Clear guidance that helps you understand, and act, with confidence.
- Tailored to Your Life: Strategies shaped by your goals, not a one-size-fits-all approach.
- Local Roots, Broad Reach: Deep community ties backed by decades of experience.