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Our History

Driven by a desire to help people achieve their life vision, Anthony Truino and Michael Carbino, both CERTIFIED FINANCIAL PLANNER® professionals, and John Dougherty, a Certified Public Accountant, decided to combine their knowledge and experience and formed Barnum Wealth Management in 2010.

They set out to attract and develop a team of talented and caring individuals with expertise across the entire spectrum of wealth management, from near-term cash flow to inter-generational planning. They added an investment specialist to strengthen their strategic asset allocation, investment research, and portfolio design capabilities. Today, Christopher Holland, who has extensive experience in the financial services industry, fills that role.

Understanding that comprehensive wealth management typically involves multiple generations of a family, they asked Kevin McAvoy, a certified Special Care Planner with vast experience in elder care and estate planning, to join their practice. Another key addition was Richard Toni who provides personal financial advice and benefit consulting to employees of many of their corporate clients. They also brought in Bryn Doyle, who works with clients transitioning from asset accumulation to creating a sustainable income stream in retirement, and Christopher Zapata, a former competitive athlete, who works with professionals in the sports world.

Providing the level of service and support our clients deserve requires a range of roles, skills and experience including financial plan development, operations,
and practice management. Each member of the Barnum Wealth support team is committed to taking care of whatever you may need in a timely and
professional manner.