In early 2006, Jim entered a partnership with local CPA Tom Barron.  By July, the new firm had established itself as a Registered Investment Advisory firm. As a Registered Investment Advisory firm, the financial advisors at Barron Financial Group accept a fiduciary role in their dealings with clients.  This fiduciary responsibility separates Barron Financial Group advisors from the vast number of non-fiduciary advisors in the marketplace.  Our story remains…your best interests always come first.

After a promising and rewarding start, Tom transitioned out of the business in 2009 to focus on Barron & Company business development and Jim’s wife, Sandra, came on board to assist in managing the day-to-day operations of our growing client base.  With several more years under our belt and a growing client base, Jim hired two additional advisors (John Seagrave and Luke Pergola) to assist in generating additional business and servicing existing accounts.

Now in business for more than 15 years, Barron Financial oversees over $100 million in assets (as of September 2021) for a variety of clients including individuals, families, c-level executives, professionals, and business owners.