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

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

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.

To learn more about the advisors currently working at Baron Financial Group 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.