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Baron Financial Group LLC

Updated today

Client AUM

$357,366,323

Clients

306

Advisors

4

across 2 offices

About

Baron Financial Group, LLC provides investment supervisory services and financial planning primarily for individual and high-net-worth clients, and also serves pension plans and charitable organizations. The firm manages several hundred million dollars in client assets and delivers individualized portfolio management on both discretionary and non‑discretionary bases.

The firm’s investment process blends fundamental, quantitative and qualitative analysis and emphasizes asset allocation while employing both long‑ and short‑term strategies as appropriate to client objectives. Accounts are reviewed at least quarterly and clients receive periodic reports; financial planning is offered as an integrated service alongside portfolio management.

Compared with many peers, Baron distributes a quarterly client newsletter and offers ancillary client resources such as access to a Medicare consultant and mortgage/refinance guidance, reflecting a focus on client education and planning support. The firm’s most recent brochure amendment also discloses that it no longer uses margin/borrowing as part of its investment strategy, a change explicitly noted in its material changes section.

Client services

Financial planning Portfolio management Pension consulting Newsletters or periodicals Educational seminars or workshops

Expertise

Medicare planning Social Security optimization Elder care planning General estate planning guidance College savings (529s, UTMA, etc.)

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Fee options

Fixed

$2,500 one-time financial planning fee, waived if initial assets under management are $500,000 or greater

Percentage

$0 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.75% annually $5,000,001+: 0.50% annually

Main office

See office

16 00 Route 208 South, Suite 104

Fair Lawn NJ 07410-2504

Advisors at this office

3

Most active in

California · Florida · Illinois · New Jersey · New York · Pennsylvania · Texas

Also doing business as

Baron Financial Group LLC · The Baron Financial Group LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Victor C

Fair Lawn, NJ

Baron Financial Group LLC

Victor Cannillo is a financial advisor at Baron Financial Group LLC with 21 years of industry experience. He has been with Baron Financial Group since 2007. Baron Financial Group is an SEC-registered investment adviser serving individuals, including high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm provides continuous investment supervisory services and financial planning, using a combination of fundamental, quantitative, and qualitative analysis to construct client portfolios, which are reviewed at least quarterly.

Medicare planning Social Security optimization Elder care planning General estate planning guidance College savings (529s, UTMA, etc.)
user avatar

Anthony B

CFP®, CFA®, Series 63

Sarasota, FL

Baron Financial Group LLC

Anthony Benante is a CFP®, CFA®, and Series 63 licensed financial advisor with 19 years of industry experience. He has been with Baron Financial Group LLC since 2007. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, and charitable organizations, managing approximately $340 million in client assets through a five-advisor team. Baron Financial Group develops client investment policies based on detailed interviews and employs a combination of fundamental, quantitative, and qualitative analysis with both long- and short-term strategies, reviewing accounts at least quarterly.

Medicare planning Social Security optimization Elder care planning General estate planning guidance College savings (529s, UTMA, etc.)
user avatar

Aryeh R

Series 66

Fair Lawn, NJ

Baron Financial Group LLC

Aryeh Rogoff is a financial advisor at Baron Financial Group LLC in Fair Lawn, NJ, holding a Series 66 designation. He has one year of industry experience and has previously worked at firms including MML Investors Services, Creative Financial Group, and MassMutual Life Insurance Co. He also has academic experience teaching at Saint Peter's University and the University of Mount Saint Vincent. Baron Financial Group provides investment supervisory services and financial planning primarily for individual and high-net-worth clients, as well as pension plans and charitable organizations. The firm employs a blend of fundamental, quantitative, and qualitative analysis with an emphasis on asset allocation, offering both discretionary and non-discretionary portfolio management alongside integrated financial planning.

Medicare planning Social Security optimization Elder care planning General estate planning guidance College savings (529s, UTMA, etc.)
user avatar

James S

ChFC®

Fair Lawn, NJ

Baron Financial Group LLC

James Suazo is a ChFC® credentialed advisor at Baron Financial Group LLC with five years of industry experience. He has been with Baron Financial Group since 2016. Baron Financial Group provides investment supervisory services and financial planning for individual and high-net-worth clients, pension plans, and charitable organizations. The firm employs a blend of fundamental, quantitative, and qualitative analysis with an emphasis on asset allocation, offering both discretionary and non-discretionary portfolio management alongside integrated financial planning.

Medicare planning Social Security optimization Elder care planning General estate planning guidance College savings (529s, UTMA, etc.)
View complete list of advisors at this firm
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