Baron Financial Group in Sarasota is a Fee-Only Investment Management and Financial Planning firm serving individuals and families, with a special expertise working with retirees, women, organizations, and families with special needs, in Sarasota, Bradenton, Longboat Key and Tampa.
Our approach is based on decades of investment management experience, using Nobel-Prize-winning principles of asset allocation and risk management to build broadly-diversified, customized portfolios. 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.
In coordination with the New York City metro-area office Anthony Benante, CFA, 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.
Learn more about our team, and our services, including: