Anthony Benante, CFA, CFP® NAPFA-REGISTERED FINANCIAL ADVISOR Wealth ManageR/PARTNER 1-866-333-6659 anthonyb@baron-financial.com

Tony Benante CFA, CFP^®, is a Wealth Manager/Partner with Baron Financial Group, helping individuals, families, and organizations simplify complex financial decisions so they can focus on what matters most. Whether it’s retirement planning, investment management, tax strategy, or estate planning, he provides guidance tailored to each client’s goals and values, helping to achieve clarity and confidence in their financial lives.

Baron Financial Group is a Registered Investment Adviser, which means Tony has as a fiduciary duty to provide advice that is objective, transparent, and designed with one priority: the client’s best interest.  As a Fee-Only Advisor our only compensation comes from the client.

With over 30 years of financial industry experience, Tony has guided clients through market cycles and economic transitions.  Since joining Baron Financial Group in 2007, he has served as partner, lead advisor, and head of the firm’s Investment Committee, where he shapes portfolio strategies and shares insights through client education, monthly updates, and Baron’s quarterly newsletter.

Tony is both a CFA^® charterholder and CFP^® professional, credentials that reflect his commitment to investment expertise, holistic planning, and the highest ethical standards. He is also a proud recipient of the 2024 Five Star Wealth Manager award, his thirteenth consecutive year with this distinction.

Outside of work, Tony enjoys time with his wife and two sons, outdoor activities, boating, and supporting local sporting events in Sarasota.