A complete list of active advisors currently associated with Baron Wealth Management, LLC

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

Baron Wealth Management provides wealth management, portfolio management, and consultation services to individual and high-net-worth clients as well as trusts, estates, retirement plans, charitable organizations and business entities. The firm operates as a fiduciary and delivers both ongoing wealth management engagements and limited-scope, hourly or project-based consultations. The firm follows a customized, strategic asset-allocation framework grounded in modern portfolio theory, combining internally researched securities with mutual funds and ETFs and, when appropriate, access to third‑party independent managers through major custodial platforms. Client relationships emphasize a data‑driven discovery process, individualized investment policy statements, and periodic portfolio monitoring with at least annual client reviews unless circumstances dictate more frequent oversight. Compared with many team advisers, Baron Wealth Management manages a sizable pool of client assets relative to the size of its advisory team and client base, resulting in materially large assets per client and per advisor. It also offers occasional general educational seminars and workshops and uses an annual retainer/hourly/project fee model rather than primarily charging a percentage‑of‑assets fee, features that differ from common practice among peer team firms.

To learn more about the advisors currently working at Baron Wealth Management, 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.