With a variety of services available, Barron Financial has a wealth management solution that best fits your need.
When the Portfolio Management service is not the best fit, we offer our Advisor services. We work hand-in-hand with clients to provide investment advice on a non-discretionary basis. We use our extensive investment knowledge and experience to design appropriate investment portfolios or seek out third-party investment managers to help meet client goals.
Learn more about our Advisor Services.
The third group we work with is our Retirement Plan Services clients. Working for the plan sponsor, we recommend investment options for the plan, provide fiduciary guidance, and act as an advisory resource for plan participants. In many cases, we become the Plan “Quarterback”, helping to coordinate the multiple disciplines that are needed in the operation of a successful plan.
Learn more about our Retirement Plan Service.