Barons Financial Strategies is independent

this means  your portfolio can be personally tailored to your specifications  without Barons being beholden to any particular financial institution. Access to various financial vehicles, along with sound financial sense, allows Barons to build your customized portfolio on a case-by-case personalized basis.

Brian Farkas’s investment philosophy towards:

investments - is based on the belief that the most important investment decision an investor can make is how assets should be allocated based upon the investor's objectives, goals and risk tolerance,  rather than which investment to utilize. Once convinced that the recommended and agreed upon action or product is suitable as a long-term solution, then and only then, will action be taken.

risk – is to be proactive. As everyone knows, the market fluctuates. Keeping this carefully in mind, Mr. Farkas builds a portfolio based on many factors such as age, income, and client objectives.

Barons Financial Strategies staff

Our staff of experienced professionals believes in a “hands on” approach to financial guidance. Client calls will always be answered by Marianne, Kelly, Kimberly, or Stefanie during business hours. Clients don’t have to make their way through a phone tree to reach an actual person here at Barons. Not only will you find our team members friendly and knowledgeable, but you will also discover that we truly care about making your dreams a reality. As your financial professionals, we will do everything that we can to keep you focused on where you want to go, advise you on how to get there, and continually maintain a disciplined approach to realizing your dreams.

 

24 YEARS AS A FIRM

One central tenet of Barons Financial is that financial stability truly adds to quality of life. Barons Financial founder, Brian Farkas, found this out at the young age of sixteen when his father passed away leaving the family on shaky ground. The solid financial ground and quality of life that Brian eventually found for his family is what Barons Financial strives to accomplish for you and all clients.

OVER 60 PLUS YEARS OF EXPERIENCE

The “plus” being what our clients bring to the table. Our clients’ experience factors greatly into our financial planning process. It is your money, your call. And it is our 60 years of experience that will help us guide on your journey to reach your financial goals. It is all about YOU.

OVER $190 MILLION IN ASSETS UNDER MANAGEMENT

Each dollar is a testament to the trust that our clients have in us, which we do not take lightly. We continually look to keep that trust by truly knowing our clients – their needs, goals, and risk tolerance.