Baron Financial Group, LLC

We are a NAPFA Fee-Only firm that provides a comprehensive service, combining financial planning and investment management. There are no hidden fees or commissions; we are not influenced by any outside interests or paid to recommend any specific product. We work solely for you and are only compensated by you. As fiduciaries, we have an obligation to put client interests above our own. We are committed to acting with integrity, establishing trust and displaying competence with every client. 

Our purpose is to protect and grow your money responsibly, helping to guide you towards financial security. Our approach is based on decades of investment management experience, using Nobel-Prize-winning principles of asset allocation and risk management to build broadly-diversified, customized investment strategies.* Client investment strategies are combined with each client’s specific financial circumstances, investment experience, and investment objectives to provide holistic financial advice.  

Our planning services include, but are not limited to: ongoing retirement planning, specializing in efficient withdrawal strategies, review of estate documents and insurance policies, advice on the purchase and sale of real estate, gifting strategies, and coordination with your attorney and accountant.

Our clients include individuals, families and organizations, with a special expertise working with retirees, women, and families with special needs. 

Introducing Baron Financial Group

We are also fluent in Spanish

* Disclosure: Every investment strategy has the potential for profit or loss.