Baron Financial Group, LLC
4 NAPFA members run our full service wealth management firm, providing investment management and comprehensive financial planning.
Baron Financial Group is a true NAPFA Fee-Only firm; there are no hidden fees or commissions. We are not paid to recommend any specific product. We work solely for you and are only compensated by you. Our decisions on your portfolio are independent and objective, based on merit.. As fiduciaries, we have a legal obligation to put your interests above our own. Our success lies solely in ensuring your success.
Our investment strategies use proven Nobel Prize winning principles of asset allocation and risk management to build broadly diversified customized portfolios. 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.
At Baron, your relationship is with a team of credentialed professionals. Your team will provide you with personal attention at every step in managing your portfolio. We pull it all together for you.