About My Practice
Our financial planning philosophy is to make a difference in the lives of our clients. To protect and grow their wealth and organize their finances.
We do not work by commission. The greater the advisor’s dependence on commission income, the greater the conflict. In the end, that conflict can cost you, both in out-of-pocket expenses and in the quality of advice you receive. We believe there is a significant conflict of interest if an advisor stands to gain financially from any recommendations you may follow.
Our ideal client is looking for independent objective advice, exceptional client service, comprehensive wealth management services with assets of $1 million or more and a has a need to protect and grow their wealth.
Experience
A team of experts, not an individual, will keep your assets secure. At Baron, your team will provide you with greater personal attention at every step in managing your portfolio. We pull it all together for you
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 65
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
- Other - NAPFA Registered Financial Advisor
Considerations: You have to be one-hundred percent comfortable and confident in your financial planners. We take our job of protecting your money very seriously because we know you worked a long time to accumulate what you have.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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