Barron Financial Group, LLP
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$199,056,483
Clients
192
Advisors
4
of 4 employees
About
Barron Financial Group, LLP serves individual and high‑net‑worth clients as well as retirement plans, trusts, estates, charitable organizations and business entities. The firm offers discretionary portfolio management, non‑discretionary portfolio advisory, retirement plan advisory as a limited‑scope ERISA 3(21) fiduciary, financial planning, and held‑away account management via a third‑party platform.
BFG develops client investment policies through personal discussions and implements portfolios aligned with stated objectives, with quarterly rebalancing and regular reviews. The firm employs a range of analysis methods (fundamental, technical, quantitative, charting, cyclical) and multiple strategies — including Tactical, Strategic, Capital Preservation, and an Active Asset Allocation momentum system designed in‑house.
Compared with many peers, BFG documents a practice of retirement‑plan participant education and group enrollment meetings and relies on the Fidelity Institutional Wealth Services program for publications, technology and research support. The combination of plan participant seminars, use of a held‑away platform for defined contribution accounts, and the firm’s proprietary momentum‑based allocation approach are among the firm’s more distinctive features.
Client services
Expertise
Occupation focus
Fee options
$400 - $3,200 depending on engagement complexity
$0 - $250,000: 1.50% $250,001 - $1,000,000: 1.25% Over $1,000,000+: 1.00%
$200 per hour
Account minimum: $250,000
Main office
103 Albert Street
Torrington CT 06790
Advisors at this office
4
Most active in
Connecticut · Florida · Massachusetts · New Hampshire · New York · South Carolina
Also doing business as
Barron Financial Group Llp · Barron Financial Group, Llp
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
James T
CFP®, Series 63, Series 65
Torrington, CT
Barron Financial Group, LLP
James Thibault is a CFP® professional with 22 years of industry experience, currently serving at Barron Financial Group, LLP since 2006. He previously worked at Purshe Kaplan Sterling Investments and Citigroup Global Markets. Outside of his advisory work, he holds leadership roles in several local organizations, including President of the Goshen Land Trust and Vice President of the Torrington Historical Society. Barron Financial Group, LLP serves individual and high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, retirement plan advisory, financial planning, and held-away account management, employing multiple investment strategies and a proprietary momentum-based allocation system.
Sandra T
Series 65
Torrington, CT
Barron Financial Group, LLP
Sandra Thibault is a financial advisor at Barron Financial Group, LLP with 15 years of industry experience. She holds a Series 65 designation and previously worked at Purshe Kaplan Sterling Investments from 2012 to 2017. Barron Financial Group serves individual and high-net-worth clients, as well as retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary and non-discretionary portfolio management, retirement plan advisory, and financial planning, employing a variety of analytical methods and proprietary investment strategies.
Luke A
Series 65
Torrington, CT
Barron Financial Group, LLP
Luke Arnone is an advisor with Barron Financial Group, LLP in Torrington, CT. He holds a Series 65 designation and has been with the firm since 2026 following his time as a full-time student. Barron Financial Group serves individual and high-net-worth clients as well as retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers services including discretionary and non-discretionary portfolio management, retirement plan advisory, financial planning, and held-away account management, employing multiple investment strategies and a proprietary momentum-based allocation system.
John S
CFP®, Series 65
Torrington, CT
Barron Financial Group, LLP
John Seagrave Jr. is a CFP® professional with nine years of experience currently with Barron Financial Group, LLP. Prior to joining Barron Financial Group in 2017, he worked with UConn Athletics from 2014 to 2017. He serves on multiple community boards, including the Burlington Chamber of Commerce as president, the Central Connecticut Chamber of Commerce as a board member, and the Northwest Community Bank Foundation Board of Directors. Barron Financial Group, LLP serves individual and high-net-worth clients, as well as retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management alongside retirement plan advisory and financial planning, employing various analytical methods and strategies, including an in-house active asset allocation momentum system.
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