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Baron Financial Group is an Independent Financial Planning and Investment Management firm with a fiduciary responsibility to put your best interests first.  As always, please feel free to reach out to us if you have any questions. To learn more about Baron Financial Group, view our 2-minute intro video.

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What Does Working with a Fee-Only Advisor Mean for You?

An Advisor who is compensated by only YOU, the client:

Working with a Fee-Only advisor means that the advisor is only compensated by the fee that they charge, not by any commissions. The fee could be charged hourly, or it could be calculated as a percentage of a client’s assets under management (AUM), or even a retainer model. The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors and they define a Fee-Only financial advisor as “one who is compensated solely by the client with neither the advisor nor any related party receiving compensation that is contingent on the purchase or sale of a financial product.” 

Working with a Fee-Only advisor means that the advice you receive is not motivated by the need to sell any products or influence from outside interests. The advice is objective and tailored to meet your specific needs.

An Advisor who works in YOUR Best Interest:

Continue reading “What Does Working with a Fee-Only Advisor Mean for You?”

Baron Financial Group once again receives the Women’s Choice Award®, as seen in USA Today, July 25, 2017

Women's Choice Award - 2017

We are proud to be a Women’s Choice Award®  Financial firm since its inception in 2013. The Women’s Choice Award for Financial Advisors was created by WomenCertified Inc. in an effort to help women identify financial advisors and firms that provide quality service and strong commitment to their female clientele. The award is based on rigorous research, 17 objective criteria and additional points of reference that obtain feedback regarding the advisor’s service and practices. Women’s Choice Award® Financial Advisors and Firms represent less than 1% of financial advisors in the U.S.  As of July 2017, of the 807 considered for the Women’s Choice Award, 139 were named Women’s Choice Award Financial Advisors/Firms.

This recognition demonstrates our commitment to all clients, but allows us to further highlight our commitment to the women’s market and to our profession — symbolizing the integrity, knowledge and service excellence we strive to deliver to every client.

Click here for a list of the Women’s Choice Award® selection criteria.

September 2015: Financially Empowering Millennial Women

 Listen to the “Financially Empowering Women” podcast: 

Consistent with my desire to financially empower women, I have been working with other researchers to understand why women are not financially empowered. Continue reading “September 2015: Financially Empowering Millennial Women”

August 2015: Going Back to Work and Getting the Job You Want

 Listen to the “Financially Empowering Women” podcast: 

Last year President Obama remarked on equal pay for equal work, which got people talking.  He said that “Today, the average full-time working woman earns just 77 cents for every dollar a man earns He went on to say that “in 2014, that’s an embarrassment.”  Continue reading “August 2015: Going Back to Work and Getting the Job You Want”