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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

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. 


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 an independent and fee-only firm, we put your best interests ahead of our own. This means that every recommendation we make will be tailored according to your unique needs and goals. Our goal is to deliver proactive advice that benefits your bottom line and brings you more value and opportunity.

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

With our fiduciary promise comes a need for objectivity — considering all options and not allowing biases to govern 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


Victor P. Cannillo - Founder, NAPFA-registered financial advisor & wealth management principle Anthony Benante, CFA - NAPFA member & wealth management principle Nicholas J. Scheibner, CFP - NAPFA registered financial advisor & wealth management advisor Lucy De Robertis - Client relationship specialist
Peggy Braun - Client relationship specialist Fran Weizman - Client communications James Suazo - NAPFA member & associate financial planner Victoria Cannillo - NAPFA member & financial analyst

 Johanna Valdueza - Client relationship associate Angela Ludvigsen - Client relationship associate


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, we will always strive to deliver time-tested strategies and solutions that minimize financial distress and maximize your overall enjoyment of life.

With our team members as our greatest asset, we are constantly reviewing our processes and recommendations to ensure you get maximum value out of our relationship.


Individuals

From preparing for your future family to finding the best ways to save your money, we help people from all ages and backgrounds secure the things they want out of life.

Families

Whether you’re concerned about their higher education or simply want to be debt-free, 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:


Retirees

Instead of solely focusing on accumulation, we’ll look for new ways to improve your current strategy and capitalize on the efforts you have already made.

Women

Our mission is to empower you through ongoing education and one-on-one communication so you learn how to effectively manage your finances. 

Families with Special Needs

Our extensive knowledge of government programs and eligibility requirements enables us to design a financial plan that serves the unique needs of your loved one.


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 Economy SM — 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

College 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 +
Investment Management Process +




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.


Educational Insights

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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, Fiduciary, and Independent Advisor 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: 

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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
1133 Avenue of the Americas
New York, NY 10036

Form CRS: Relationship Summary