Fair Lawn, NJ Office
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Baron Financial Group LLC
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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.
Based on Baron Financial Group LLC
Expertise
Based on Baron Financial Group LLC
Location
16 00 Route 208 South, Suite 104
Fair Lawn NJ 07410-2504
Advisors at this office
3
Advisors at this office
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