Barron Financial Group: Your Local Registered Investment Advisor
As your financial advisor, we take our commitment of high ethical standards and the role of a fiduciary seriously
The Barron Difference
Being a Registered Investment Advisory firm means that in addition to the high ethical standards we already practice, we have a fiduciary duty to protect our clients and work in their best interests. We serve each client in good faith with care, loyalty and full transparency. Our status as a Registered Investment Advisor sets us apart from others not held to the same high level of fiduciary oversight. Unlike broker-dealer representatives who serve clients but ultimately answer to a corporate brokerage firm, Barron Financial Group serves and answers only to you. Find out more about the firm and our advisors on the SEC Investment Advisor Public Disclosure website
Independent, Objective Wealth Management
Barron Financial Group was founded on the principal of providing independent, objective financial advice tailored to our client’s investment objectives and personal financial situation. When designing a strategy for our clients, we meet with our clients to ask questions and understand their financial situation, then select the tactics we feel will best meet those objectives. Barron Financial offers a variety of services for individuals and small businesses including Portfolio Management, Advisor Services, and Retirement Plan Services.
A Commitment to Customer Experience
Barron Financial is a firm committed to delivering a best-in-class customer experience. We serve a limited number of clients – rather than hundreds as often seen at other financial service firms. This helps you receive the necessary amount of time and attention we believe is needed for thorough planning. We understand that your finances weave through every aspect of your life. That’s why we listen carefully and work closely to develop relevant financial solutions that meet your needs. And when there is a question or concern, you have easy, direct access to your advisor. Learn more about why our clients choose Barron Financial and what makes us different.