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565 Taxter Road, Suite 625, Elmsford, NY 10523

917-540-3843
epeysakh@barnumfg.com
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Providing Innovative and Practical Solutions

to life's financial problems through Wealth Empowerment.

WELCOME
A Smarter Approach to Your Financial Life

We provide comprehensive financial planning across these disciplines using our unique Wealth Empowerment process. Our goal is to hand control of their finances back to our clients.

  • Wealth Empowerment
  • Wealth Protection
  • Business Transition and Exit Planning
  • Key Executive and Business Retirement Plans
  • Pension Planning
  • Proactive Tax Mitigation
  • Deferring Taxes on Highly Appreciated Assets
  • Legacy Building

Our Process
A Framework for Pursuing Your Goals

Great planning doesn't happen by accident. Our four-step process is designed to bring clarity, structure, and confidence to every financial decision you make.

1. Clarify
Vision Maximizer

Clarify and expand personal, financial and business goals while identifying potential opportunities and challenges.

2. Simplify
Operation Organize

Turn “analysis paralysis” into a simple roadmap to achieve goals.

3. Realize
Transition Toolbox

Enjoy the results of your dedication to long-term goals by building, realizing, and implementing your intended exit, sale or transition strategy.

4. Empower
Legacy Builder

Successfully pass on financial assets, core family values, belief systems and memories to the next generation, philanthropies and the world.

About Our Firm
Built on Discipline. Driven by Your Goals.

Our firm was founded with a clear philosophy: your financial strategy should be as intentional as the life you're building. Over the years, our team has worked with individuals, families, and business owners to develop structured plans that evolve with their needs. We bring a range of specializations to the table, so you're never relying on a single perspective. Our approach is analytical, our communication is direct, and our focus is always on helping you pursue the outcomes that matter most. We don't believe in one-size-fits-all solutions — we believe in doing the work to get it right.

Get Started
Ready to Take the Next Step?

If you're looking for a team with a structured, research-driven approach to your financial life, we'd welcome the opportunity to talk. Let's start with a conversation about your goals.

Let's Build Your Plan

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