Baron Financial Advisors, LLC, is a registered investment advisor (RIA) and we are committed to helping each client make informed financial decisions, focused on their financial goals, and providing clients the high-quality service they deserve. We do not believe in the “cookie cutter” approach to financial services.
If what you believe to be true about your money turned out to be not true, when would you like to know about?
We believe in:
1. Educate – so you understand what you need to know
(individual analysis, group workshops, monthly webinars)
2. Analyze – your insurance and investments so you fully understand what you currently have.
3. Recommend – options to improve the efficiency and effectiveness of your portfolio.
(life insurance, disability income insurance, Long Term Care insurance, investments)
4. Implement – solutions to enhance your life, your family and your business
(put together a plan to tie all the pieces together)
Our recommendations and strategies are custom-designed for each client using a comprehensive planning process with access to quality specialists, resources, products, and services. This enables us to help each client address their significant concerns, take advantage of their greatest opportunities and manage their critical risks.
I have been a member of the Houston Northwest Chamber of Commerce for 19 years and the Chair of the monthly Networking Breakfast, as well as a member of The Woodlands Chamber of Commerce and a former Diplomat.
I do not advertise or do cold calls; I build my business through networking and introductions from satisfied clients.
7 Reviews on “Baron Financial Advisors, LLC | Art Barasch - Managing Partner”
My mother met Art years ago when they both volunteered at Chambers of Commerce for the betterment of our greater Northwest Houston and Tomball areas. When Art becomes your advisor, his friendship expands throughout your world if you allow it. My mother urged him to call me. It was easy to discern his goodness, financial skill and wisdom. We soon became one of Art’s families. Lucky us! We have him to consult and him to trust.
Art Cares – Art Cares about You first and then how he can help you keep more of your money.
We have known Art for many years and were finally able to attend one of his workshops. I knew my little 401K was more the size of a poor little 201K but Art didn’t mind helping me with it and making sure it is in the right type of investments for me and that I understood what they were.
It is so nice to know someone that cares and can help you with your investments no matter what size they are. He keeps me very informed on how they are doing and what is going on in the market. I do have to say if you ever get a chance to attend one of his workshops to change whatever plans you think are important and GO.
Update: That poor little 201K has almost doubled since he has been helping us. Thank You, Art.
Gail Randolph
KartHost
Pharmacist who specializes in oncology – Art is a great friend and an outstanding resource.
I found myself changing jobs and needing to consolidate two separate company sponsored 401k plans. Art explained the strategy used by Matson Money and helped me roll a significant amount of money into a consolidated retirement account. The international diversification used by Matson has proven to provide excellent and stable returns for my retirement account. When the US markets take a dive I am not concerned at all about my retirement money since a good portion of it is insulated through investments in international markets. It is a very stress free way to invest. The honesty and willingness to share knowledge that Art brings to the table is truly refreshing. Art is real and authentic and is very interested in client success. He is not a guy in a fancy suit driving an overpriced foreign car. He does not require a large minimum investment to get started. He has the heart to help anyone interested in understanding and creating a secure retirement.
I encourage anyone thinking about investing to attend one of Art’s free workshops. You will not be disappointed by the results.
Jerry Hays – I have known Art for many years. He helped us set up our company IRA, and I also have personal investments with him, as does my daughter. Art’s workshop is a MUST attend for anyone that is investing funds. It highlights many aspects of investing that I was not really aware of even after having been in the market for over 40 years! Art always takes the time to fully explain things in language that anyone can understand. He is willing to help anyone, regardless of the size of their investment. Art is also one of the best networking people I have ever known.
Becky Seagroves – I was in need of education about my family’s investments. I sought Art out for a one on one and began to ask questions. Not only was he patient with me, but he had answers! At our next meeting, he explained thoroughly where our investments were currently and what his recommendations were going forward. He explained every part of the process that would need to take place, and has continued to keep me updated on the current status of everything. I really appreciate his due diligence and great customer service!
Attend Art’s WorkShop? YES I recommend you do. – We have known Art for many years and were finally able to attend one of his work shops. I knew my little 401K was more the size of a 001K but Art didn’t mind helping me with it and making sure it is in the right type of investments for me and that I understood what they were. It is so nice to know someone that cares and can help you with your investments no matter what size they are. He keeps me very informed on how they are doing and what is going on in the market. I do have to say, if you ever get a chance to attend one of his work shops I HIGHLY recommend you go.
Art – I was in need of education about my family’s investments. I sought Art out for a one on one and began to ask questions. Not only was he patient with me, but he had answers! At our next meeting, he explained thoroughly where our investments were currently and what his recommendations were going forward. He explained every part of the process that would need to take place, and has continued to keep me updated on the current status of everything. I really appreciate his due diligence and great customer service!