About The Team Who We Help Services Blog Contact FAQ Client Login Form CRS 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 The Team Our Process 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? 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 DECEMBER 2, 2021 Video: Market Update for November 2021 The "Baron Financial Group Market Update" is a video series where we present what has happened in the markets, what our team is doing now, and what we are looking at down the road. It is a video with audio, so if you prefer to just listen, click play and enjoy! Presented by Anthony Benante, CFA. Watch our November 2021 Market Update video here: INVESTING BARON TEAM INSIGHTS MARKET UPDATES VIDEOS NOVEMBER 23, 2021 We are thankful for… In this season of gratitude, we pause to say Thank You to our clients, family, and friends. Thank you for the privilege to know and work with you! We are grateful for your trust and confidence in us. As is the firm’s practice at Thanksgiving, we donate to our local food pantry to help those less fortunate in our community. PHILANTHROPY NOVEMBER 11, 2021 We Support All Who Serve In honor of Veterans Day, Baron Financial Group is proud to donate to the "Building Homes for Heroes®" project: Their Mission: Building Homes for Heroes® is determined and devoted to bringing renewed hope to our nation’s injured veterans. The organization builds or modifies homes, and gifts them, mortgage-free, to injured veterans and their families, while providing support services to enable them to build better and brighter lives and reach new heights. PHILANTHROPY Read More from Our Blog Sign up for updates! Get educational posts and news from Baron Financial Group, LLC Email By submitting this form, you are consenting to receive emails from: Baron Financial Group, LLC, 16-00 State Route 208 South, Fair Lawn, NJ, 07410, US, https://baron-financial.com/. You can revoke your consent to receive emails at any time by using the SafeUnsubscribe® link, found at the bottom of every email. Emails are serviced by Constant Contact. Sign Up! 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: NAME EMAIL PHONE MESSAGE Send Our Locations Two offices. One Team. Principal Office Fair Lawn, New Jersey 16-00 Route 208 South Suite 104 Fair Lawn, NJ 07410 201-791-6408 Branch Office Sarasota, Florida 1990 Main Street Suite 750 Sarasota, FL 34236 1-866-333-6659 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 Subscribe to Our Blog Sign up for updates! Get educational posts and news from Baron Financial Group, LLC Email By submitting this form, you are consenting to receive emails from: Baron Financial Group, LLC, 16-00 State Route 208 South, Fair Lawn, NJ, 07410, US, https://baron-financial.com/. You can revoke your consent to receive emails at any time by using the SafeUnsubscribe® link, found at the bottom of every email. Emails are serviced by Constant Contact. Sign Up! Principal Office Fair Lawn, New Jersey 16-00 Route 208 South Suite 104 Fair Lawn, NJ 07410 201-791-6408 Branch Office Sarasota, Florida 1990 Main Street Suite 750 Sarasota, FL 34236 1-866-333-6659 CONTACT INFORMATION Toll-Free: 1-866-333-6659 Fax: 201-791-3907 Email: info@baron-financial.com AWARDS Read more for a list of selection criteria and research methodology. WEBSITE PRIVACY POLICY We will use your contact information to contact you about our company’s services and provide you with educational information. We will not share your contact information with strategic partners, affiliates, or other parties. Marketing support provided by Ewing Consulting, LLC. Disclosures © 2019 Baron Financial Group. All rights reserved. Frequently Asked Questions Powered by Twenty Over Ten