A complete list of active advisors currently associated with Baron Financial Advisors, LLC

Warmer can help you find a great advisor at Baron Financial Advisors, LLC or one who fits your needs even better.

Baron Financial Advisors, LLC is a small, independent registered investment adviser led by a single advisor that offers individualized financial planning and referral/co‑advisory services to individuals (including high‑net‑worth clients) and corporations or other business entities. The firm does not directly custody or manage client investment assets and instead arranges investment management through recommended third‑party advisers. The firm’s process begins with client interviews and questionnaires to develop tailored financial plans and asset‑allocation recommendations, and it maintains ongoing monitoring of recommended third‑party advisers. In co‑adviser arrangements (for example, with Matson Money, Inc.) the third‑party adviser is responsible for portfolio management, trading, reporting, and custody while the firm retains a non‑discretionary advisory and monitoring role. Baron is atypical among similar independent solo firms in that the owner is a licensed insurance agent and the firm discloses affiliations with insurance companies and the potential to receive commission compensation for insurance products. The firm also discloses that it may receive a portion of a third‑party adviser’s management fee when acting as co‑advisor, and states it seeks to address those referral incentives through disclosure, fiduciary duties, and its code of ethics.

To learn more about the advisors currently working at Baron Financial Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.