Fiduciary* Financial Advisor in Sarasota
Baron Financial Group in Sarasota is a Fee-Only Investment Management and Financial Planning firm serving individuals and families, with experience working with retirees, women, organizations, and families with special needs, in Sarasota, Bradenton, Longboat Key and Tampa.
* All Registered Investment Advisers have a fiduciary duty to act in their clients’ best interests.
Our planning services include, but are not limited to: ongoing retirement planning, specializing in efficient withdrawal strategies, review of estate documents and insurance policies, advice on the purchase and sale of real estate, gifting strategies, and coordination with your attorney and accountant.
Anthony Benante, CFA, CFP®
In coordination with the New York City metro-area office Anthony Benante, CFA, CFP® 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 multi-year “5-Star Wealth Manager” in Sarasota.
As Members of The Greater Sarasota Chamber of Commerce, Baron Financial Group is committed to the Sarasota community. Tony and his family serve on school boards and on The Cotillion Club of Sarasota. Tony has coached and volunteered for sports organizations, including Little League.
Chartered Financial Analyst® Charterholder.
The CFA® charter is recognized globally as the preeminent designation for those in the field of investment management. It also emphasizes the highest ethical and professional standards
Learn more about our team and our services.