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10 Grand Central, 155 East 44th Street,, 12th Floor, New York, NY 10017

(646)-813-9312
apexadvisoryteam@barnumfg.com
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Financial Guidance
Built Around You

As CERTIFIED FINANCIAL PLANNER® professionals, 
we help you create a clear plan for your financial future 
so you can feel confident no matter what life brings.

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A

Authenticity

We foster honest and transparent connections with our clients because we’re experiencing the same challenges. We know what it’s like raising a family while saving for retirement in today’s busy and complex world.

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P

Planning

We specialize in comprehensive financial planning. We craft customized strategies that align with your aspirations, helping you navigate a financial journey with clarity and confidence.

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E

Educate

Client education is a major priority for us. Through our financial planning process, our clients will have access to unbiased information, product education, and our combined 30 years of financial planning experience. Our clients will have the clarity and confidence needed to make important financial decisions.

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X

Excellence

With a commitment to excellence, we strive to deliver exceptional service and results. Our team goes the extra mile to help you achieve your financial goals and secure a solid financial future.

Our Commitment

We are dedicated to empowering you to make informed financial decisions by equipping you with knowledge, diverse strategies, and the full support of a team of experienced financial professionals.

Our Value

Our value lies in the disciplined, goal-oriented process we guide our clients through— one that is focused entirely on your unique objectives and long-term success.

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Our Services

Our Services

Your success commands more than ordinary service. Elevate your financial potential with expert guidance and tailored solutions.

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Our Process

Our Process

Our disciplined, five-step process ensures your financial plan evolves with you.

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Who We Serve

Individuals & Families

Individuals & Families

We can help you understand and plan for all aspects of your financial life. From budgeting and tax minimization strategies, to investing and saving for your future goals.


Career Transitions

Career Transitions

Our team specializes in working with families and individuals who are going through a career and financial transition, and are seeking guidance. We can help you to understand your employer benefits, retirement plans, and overall financial planning.


Business Owners

Business Owners

We can help your business foster stability and prosperity with strategic planning. From cash flow and growth strategies to risk management and succession planning, we are here to help you create a legacy.

Vincent Colon Earns Place on
Forbes 2026 Best-in-State Wealth Advisors List

& Forbes 2025 Best-in-State Top Next-Gen Wealth Advisors List

This national recognition is awarded to advisors who demonstrate excellence in serving their clients and building strong, lasting relationships.

2026 Best in State Wealth Advisors ranking was issued by Forbes on 04/07/2026 for the period covering 06/30/2024-06/030/2025. 2025 Best in State Next-Gen Wealth Advisors ranking was issued by Forbes on 08/06/2025 for the period covering 08/06/2025-08/06/2026. To be considered, advisors must be born in 1986 or later with a minimum 4 years as an advisor. The ranking was developed by Shook Research based on in-person, virtual, and telephone due diligence meetings to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, visit www.forbes.com.

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