Anthony Benante (CFA, CFP®)
Anthony Benante focuses in the
following client markets or areas of practice:
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
Planning Specialties
Baron Financial Group is a full service wealth management firm. As a principal of the firm, excellent service for our clients in all financial aspects is my top priority. My well rounded partners and I bring an impressive list of experiences and qualifications to our clients through our team approach. The highest value added services that I bring are to the investment management, research and planning sides of our business. I have a strong background in the capital markets, risk management and investment strategy design that will help us create a portfolio specifically for you that matches your goals and needs.
Additional Information
Tony Benante CFA, CFP®, is a Wealth Manager/Partner with Baron Financial Group, helping individuals, families, and organizations simplify complex financial decisions so they can focus on what matters most. Whether it’s retirement planning, investment management, tax strategy, or estate planning, he provides guidance tailored to each client’s goals and values, helping to achieve clarity and confidence in their financial lives.
Baron Financial Group is a Registered Investment Adviser, which means Tony has as a fiduciary duty to provide advice that is objective, transparent, and designed with one priority: the client’s best interest. As a Fee-Only Advisor our only compensation comes from the client.
With over 30 years of financial industry experience, Tony has guided clients through market cycles and economic transitions. Since joining Baron Financial Group in 2007, he has served as partner, lead advisor, and head of the firm’s Investment Committee, where he shapes portfolio strategies and shares insights through client education, monthly updates, and Baron’s quarterly newsletter.
Tony is both a CFA® charterholder and CFP® professional, credentials that reflect his commitment to investment expertise, holistic planning, and the highest ethical standards. He is humbled to tbe a multi-year Five Star Wealth Manager award recipient.
Outside of work, Tony enjoys time with his wife and two sons, outdoor activities, boating, and supporting local sporting events in Sarasota.
NAPFA Start Date
November 01, 2006
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