Baron Financial Group in Sarasota is a Fee-Only Wealth Management firm serving individuals and families, with a special expertise working with retirees, women, organizations, and families with special needs, in Sarasota, Bradenton, Longboat Key and Tampa.
Our approach is based on decades of investment management experience using scientifically proven strategies to protect and grow wealth with less risk. This approach provides opportunity to take cash distributions, creating an income throughout retirement.
In coordination with the New York City metro area office Anthony Benante, one of the partners, is located in Sarasota to provide the same level of client service and dedication that clients in the northeast have experienced. Anthony has been recognized as a 2014, 2015 and 2016 “5-Star Wealth Manager” in Sarasota, Florida.
As Members of The Greater Sarasota Chamber of Commerce, Baron Financial is committed to the Sarasota community. Tony and his family serve on school boards and on The Cotillion Club of Sarasota. He has coached and volunteered for sports organizations, including Little League.
Learn more about our team, and our services, including:
- High Stability Wealth Management: our unique philosophy of wealth management
- Financial Planning
- Asset Management