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Guiding You Toward Financial Security

Through Objective, Transparent, and Fiduciary Advice


Get To Know Our Core Values 

Welcome! We're Baron Financial Group

Baron Financial Group offers financial planning and investment management services, focusing on “Your Personal EconomySM”,
the aspects of your life that are unique to you. As a Registered Investment Adviser, we are held to a fiduciary standard and must
put the interests of our clients first. We do not sell any products - our sole compensation comes from clients (no 3rd parties). 
We are driven by principles of integrity, competence, and trust. We are fluent in Spanish.

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.

Get to Know The Team 

About Us

Our Values Govern Everything We Do

Committed to making a difference in our clients’ lives, we look beyond the numbers in your bank account to uncover your true financial aspirations and potential.

Through our straightforward, no-nonsense process and ongoing client communication, we hope to instill a sense of confidence in everyone who walks through the door — simplifying the complex aspects of your financial life so you can focus more on enjoying your wealth and all of the opportunities it brings.

Frequently Asked Questions


Fiduciary

As a Registered Investment Adviser, we are held to a fiduciary standard and must put the interests of our clients first. Our recommendations will be tailored according to your unique needs and goals. Our goal is to deliver proactive advice designed to bring you value and opportunity. View our "Who We Are" video to learn more about how we are compensated and our fiduciary obligation.

Transparent

There are no secrets or fine print when you work with us — just open, honest communication about what we offer and what it will cost. It's important to us that the things you need align with the things we provide so you’re able to effectively plan ahead for your future.

Objective

We consider different options and aim to limit biases from governing important financial decisions. Our many years in the industry have primed us to create and design sound financial solutions that support your unique goals for your future.


What Services Are Included?


Who We Are

At Baron Financial Group, our team is our greatest asset. With the shared goal of improving our clients’ lives, we incorporate a collaborative approach throughout our process to help ensure you get maximum value out of the time you spend with us.

As your dedicated financial partners, we each take the time to get to know you — your hopes, dreams and fears — to gain a holistic view of how we can best serve you. Through it all, your best interests will be at the forefront of our recommendations, guiding us as we determine the optimal strategy for you to achieve your goals.


Schedule a 15 minute introductory call




How We Do It

Throughout your time with us, we will meet on a regular basis to review your finances, track your progress and make any necessary adjustments to your financial plan. As the economy and markets evolve, we will revisit our investment strategy and make sure it’s optimized.

Below is a brief overview of the steps we take to secure your financial success throughout the year.


Onboarding

  • Develop a preliminary financial plan.
  • Open accounts and complete transfers.
  • Implement investment strategy.

Ongoing

  • Monitor financial plan and make adjustments.
  • Portfolio review and rebalancing.
  • Technology advancement.
  • Global economic data analysis.


Daily

  • Portfolio monitoring.
  • Market analysis.

Annually

  • Tax loss harvesting.


Get in Touch Today

Our Clients

Who We Help

Regardless of who you are or where you come from, your financial life is bigger than just your portfolio.  Through our Financial Life Planning process, we are here to help answer the questions that don't always fit onto an investment statement.

  • Does our spending make sense for our income?
  • Do we have enough funds put aside for the unexpected?
  • Are our investments aligned with our ability and willingness to take risk?
  • How can we help our children with higher-education costs?
  • How might a windfall affect my financial planning?

We call it Financial Life Planning ... and we're here to help you with anything to do with a $ sign.

Our team members are constantly reviewing our processes and recommendations as we strive to provide you with the maximum value for our services..


Individuals

Now that you have accumulated lifetime assets, we can help answer: Am I financially OK?  Can I live the lifestyle I desire?

Families

Whether you’re concerned about planning for the unexpected, or simply helping your loved ones along the way, we’ll provide you with the tools you need to be successful.

Organizations

We’ll collaborate with your team to ensure every investment decision aligns with your organization’s broader mission — and vision — for the future.


We bring experience to:

People In or Near Retirement

  • When is the best time for me to retire?
  • Will I have enough money to live my desired lifestyle in retirement?
  • What are my potential sources of income?
  • When should I take Social Security?
  • How will my retirement be impacted in various economic circumstances?
  • Am I paying too much in taxes?

Women Facing Life Changes

  • How do I organize my finances if my spouse unexpectedly passes away?
  • What are the financial steps to take when going through a divorce?
  • Do I need to help elderly parents with their care and finances?
  • How do I navigate a job change?

 

Families with Special Needs


Sound Like You?


Talk to Us 

What We Offer

When you work with us, we focus on protecting and growing your wealth because we believe responsible money management should be focused on slow, steady improvement as opposed to get-rich-quick strategies that fail to provide you with a stable foundation for your future.

Beyond what’s going on in the world today, we focus on Your Personal EconomySM — the aspects of your life that are most important to you — to gain a holistic understanding of which steps are necessary to secure your success and overall well-being.


Our financial planning services include:


Investment Management

Retirement Planning

Social Security Planning

Financial Life Planning

Healthcare Planning

Tax and Estate Planning Support

Medicare Specialist Analysis

Mortgage and Refinance Resources

Third-Party Insurance Reviews



How We Do Things


Financial Planning Process +

Our financial planning process involves:

1.

Identifying your goals and resources.

To help us create a roadmap for our relationship moving forward so we can effectively track your progress.

2.

Creating an initial financial plan.

That will help you understand the big picture, including your probability of success given your current path and situation.

3.

Conducting scenario analysis.

Allowing us to explore and consider potential financial challenges you may encounter during our partnership.

4.

Monitoring and making adjustments.

According to changes in both your personal and professional life to help make sure your plan is optimized at all times.

Investment Management Process +

Our investment management process involves:

1.

Discussing your expectations and risk tolerance.

To gain a better understanding of your objectives and overall investment personality.

2.

Designing an investment strategy.

Called an Investment Policy Statement (IPS): our recommendations according to your unique needs, goals, risk tolerance and timeline.

3.

Implementing our recommendations.

Based on criteria such as risk, potential for return and more after we receive your approval.

4.

Monitoring and making adjustments.

Our investment committee proactively adjusts your portfolio and closely monitors your accounts.  Through an online client portal, you can access your information any time, on your computer or smartphone.


Disclosure: All investments carry the risk of loss, including the possible loss of the principal amount invested.  Economic factors, market conditions, and investment strategies will affect the performance of any portfolio.



Who Do We Help?

Who We Support

At Baron Financial Group, we believe unwavering commitment can make all the difference. 


That’s why, in addition to helping our clients, we also enjoy donating our resources and volunteering our time to individuals and organizations in need — to not only give back to our community, but to also help those who are less fortunate build a better, brighter future for themselves and their family.

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How Can We Help?

Navigating life is rarely simple, and managing your finances makes things even more complicated. 

That’s why, at Baron Financial Group, we’ve made it our mission to be your number one resource when it comes to money — from referrals and resources to strategies and implementation, we are with you every step of the way. We are a Fee-Only Registered Investment Adviser (RIA) located in Fair Lawn, NJ and Sarasota, FL.  We can serve clients locally at our offices and virtually across the country, regardless of location.

Contact at us at info@baron-financial.com or 1-866-333-6659 or:

Schedule a 15 minute introductory call


Contact Us, Ask a Question, or Request an Informational Packet: 

We’ve received your message and will get back to you shortly. Thank you!




Contact

Toll-Free: 1-866-333-6659

Fax: 201-791-3907

Email: info@baron-financial.com


Additional Meeting Sites

Morristown, New Jersey 
55 Madison Avenue Suite 400
Morristown, NJ 07960

Midtown Manhattan, New York
Locations available on request.

Form CRS: Relationship Summary