Overview video
"Let us introduce ourselves"


Providing High Stability Wealth Management Services for:

»  Retirees
»  Individuals & Families
»  Women
»  Families With Special Needs

News:

» Read the columns of ABC Business News Columnist, Laura Mattia

»   Upcoming Seminars

»   "Financially Empowering Women™" is our newest program focused on the financial needs of women.  Our own Laura Mattia is leading this program including audio podcasts, seminars and discussion groups.  Learn more about this program and listen to the latest podcast.

»  Baron Financial scores high marks in independent client survey

Financial Planning for retirement with confidence

People are looking for Responsible Guidance

Our philosophy is guided by the NAPFA (National Association of Personal Financial Advisors) principles; we are a true NAPFA Fee-Only firm:

  • Our clients come first
  • Our advice is unbiased and objective
  • We will always give you our best opinion on what is best for you

That is what it means to be a fiduciary. Click here to learn more about fiduciaries and NAPFA.

Our purpose is to protect and grow your wealth, organize your affairs and prepare you for all financial circumstance that you will encounter. High Stability Wealth Management is an investment strategy, designed exclusively by Baron Financial Group, for this purpose. We are fee-only financial advisors, so we will act as your advocate and provide you with expert, proven, objective advice. Our clients include individuals and families, with a special expertise working with retirees, women, and families with special needs. Here is our commitment to you:


We Offer World Class Advice:

  • Transparency:   we sign a fiduciary oath that requires us to be legally responsible to you, and only you. An independent institution acts as the custodian for all your assets, held in your name, ensuring protection.
  • Financial Expertise:   our strength is our financial knowledge. We are financial experts, Registered Investment Advisors, with the highest qualifications in the industry. We have the integrity and specialized credentials that will clearly communicate and guide you in achieving your goals.
  • Team Approach:   the client-advisor relationship includes all senior partners of the firm, thus ensuring the best thinking of the team. Our combined efforts and unique team approach is unparalleled in the industry.
  • Unbiased Advice:   we work for you as your financial partner. We are unencumbered by incentives or compensation from outside interests for the sale of any products. Our guidance is motivated only by your best interests.

We Have a Proven Track Record:

  • Client Satisfaction:   We take pride in providing quality client service. We are relentless in our advocacy for our clients, and they in turn are often instrumental in referring us to family, friends and business associates.
  • Recent Recognition:   We have recently received the Women's Choice Award® for Financial Advisors.  The Women’s Choice Award® for Financial Advisors is a premier recognition award for, advisors who provide quality service to their female clients.  The award is based on rigorous research and evaluation applying 17 objective criteria.  All four partners are recognized again by New Jersey Monthly magazine as 2014 Five Star Wealth Mangers. This is their fourth year in a row for this recognition. Financial Advisor magazine ranked us among the top financial advisors in the nation again for 2012.  Medical Economics has chosen us as one of the best financial advisors in 2010, and  Wealth Manager ranked us as one of the top  wealth management firms in the nation for 2010.
  • Thought Leadership:   our expertise is called upon by industry experts, the media and journalists. The Baron partners appear in national publications and broadcast television.
  • Consumer Education:   we offer free seminars and webinars, educating the consumer about transparent, responsible guidance.

The Power of 4!

Our team

Our Leadership Team

Our most recent videos:

Investing Strategies
BFG Educational Series:  Investing Strategies

J Shagawat on NBR

Our own James Shagawat discusses “How Not to Outlive Your Money” on PBS’s Nightly Business Report, July 24th, 2013


Some of Our Interviews:

» Learn about Financial Fitness

Wall Street Journal


fee-only financial planning

 

 

 

 

 

Women's Choice Award

5 Star Winner Napfa CFP logo Fee Only Medical Economics logo