Financial Solutions

From individuals to small businesses, we offer the financial solutions you and your business are looking for.


Financial Solutions for Individuals

Some clients wonder about retirement savings or financing college for their children.  Others seek advice on estate planning or business exit strategies.  No matter the reason, each person comes with their own unique story and circumstances.  Based on a client’s need, we offer our Portfolio Management or Advisor Services as practical financial solutions for investment management.  As an added benefit, we provide our financial planning services to help formulate a plan for your future.

Financial Solutions for Executives & Professionals

From C-level executives, to doctors, lawyers, or independent professionals, Barron Financial is committed to helping you reach your personal financial goals. Our signature investment service, Portfolio Management is ideal for a time-crunched professional seeking comprehensive, hands-on portfolio management services from an experienced investment professional.  For those seeking a less hands-on approach, we offer our Advisor Services providing investment advice on a non-discretionary basis.

We understand the challenges, long-hours and time constraints that all professionals face on a daily basis. Our service includes flexible hours to make the process of meeting, and managing your investments, easier. Our personal financial review can also help to identify financial risks that may have been overlooked. We do our best to make sure your finances are as healthy as they can be.

Combining our investment management with our financial planning experience, we become your personal CFO aimed at helping you and your family reach your financial goals. From retirement planning, to insurance reviews, to college funding considerations, we become a valuable resource in improving your financial well-being.

Financial Solutions for Small Business Owners

Whether you have five employees in a law practice or fifty in a manufacturing business, Barron Financial is committed to helping you and your small business succeed. We offer Portfolio Management services for business principals and Retirement Plan Services aimed at helping both plan sponsors and employees reach their financial goals.

Every small business is different, and so is every small business retirement plan. Barron Financial will work with you and your administrative team to select the best investment choices and plan parameters. We can help coordinate the entire process and offer flexibility that lets you take on as much, or as little, of the plan oversight as you wish.

If your small business doesn’t currently offer a retirement plan, maybe it’s time to consider one. Retirement plans don’t have to be excessive in cost and can help attract and retain quality employees.

Interested in speaking with an advisor?  Contact us and schedule a complimentary portfolio review today.