Baron Financial Group, LLC - Fee-Only
4 NAPFA members run our full service wealth management firm, providing investment management as well as 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 100% merit based. They are unbiased, independent and objective. As fiduciaries, we have a legal obligation to put your interests above our own. Therefore, there is a mutual goal between your success and our objectives.
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, purchase and sale of real estate, giving arrangements to your children and coordination with your attorney and accountant.
A team of experts, not an individual, will keep your hard earned lifetime assets secure.