Welcome! We're Baron Financial Group
A Fiduciary* Financial Advisor Offering:
Financial
Planning
However life unfolds, we’ll be here to help guide you as you make important financial decisions so you gain the confidence and clarity you need to look forward to your future.
Investment
Management
From determining which assets best match your profile to actively rebalancing during market cycles, we’ll design a globally-diversified portfolio that aligns with your objectives and minimizes tax expenses.
Disciplined Perspectives
Our collaborative team approach, paired with our ongoing client financial education, helps us ensure expectations are realistic to improve your decision-making process.
* All Registered Investment Advisers have a fiduciary duty to act in their clients’ best interests.