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

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

Baron Silver Stevens provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), retirement plans, trusts, estates, charitable organizations, and businesses. Services described in the brochure include the Vision2020 Wealth Management platform (Advisor Managed Portfolios, SMA/UMA and model portfolio strategies), third‑party advisory selection, ongoing retainer planning, and business consulting. The firm designs portfolios using risk‑tolerance questionnaires, asset‑allocation and optimization tools, and a fundamental, generally long‑term investment approach across mutual funds, ETFs, equities and fixed income. Clients may elect discretionary or non‑discretionary management, and the firm integrates third‑party money managers and model sponsors into separately managed and unified managed account structures, including wrap‑fee programs. Notable distinctions disclosed in the brochure include affiliated broker‑dealer and insurance activities: associated persons are registered representatives and licensed insurance agents who may receive commissions (including on variable annuities) and the firm may offset advisory fees to reflect such compensation. The firm also acts as portfolio manager and sponsor of wrap programs, directly compensates SmartAsset for referrals, and occasionally offers client events with third‑party expense reimbursement—arrangements the brochure identifies as potential sources of conflicts of interest.

To learn more about the advisors currently working at Baron Silver Stevens 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.