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:
Educate – so you understand what you need to know
(individual analysis, group workshops, monthly webinars)
Analyze – your insurance and investments so you fully understand what you currently have.
Recommend – options to improve the efficiency and effectiveness of your portfolio.
(life insurance, disability income insurance, Long Term Care insurance, investments)
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.
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!
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.
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.
Art Barasch is one of my favorite people. He will become one of yours, should you do yourself the favor of contacting him. I have known Art since 1996, and he has become a proven friend to my family. Full of general and targeted wisdom, he is a financial strategist who will be on your side and worthy of inclusion in your team-of-trust.
I have known Art for a couple of years and have found we share many similar thought processes (since we were both engineers in our early careers) and similar family values. Recently, I had an opportunity to attend one of Art’s financial seminars. I have attended other seminars but was taken back by both how Art presented his material and what he did not do. His presentation did not end with an opportunity to buy materials such as CDs, DVDs, workshop or related information books or anything. Art’s objective was a low key effort to educate, or at least familiarize, those attending with an informative overview of the many opportunities and pitfalls when trying to secure one’s financial future.
While I have considered myself fairly knowledgeable about many of the available products that address financial planning for the future, Art’s presentation made me aware of some of what I did not know and should know. Even if a person feels confident that they have a comfortable financial plan in place, I recommend both attending one or more of Art’s financial seminars (different subjects at his presentations) and following up with a one-on-one meeting with him. As I learned, I didn’t know what I didn’t know until I listened to Art. Time well spent.
I cannot say enough about the customer service provided by Art Barasch! Baron Financial Advisors has a concise, informative and motivating FREE presentation for educating individual investors. Even if you think you know what your doing, I believe you will be surprised by Art’s revelations. He is so enthusiastic and motivated to improve your investing prowess. Take advantage of his work ethic, sincerity and concern for your financial health.
I have come to so appreciate and value Art Barasch on several levels. Art is one of those special guys you don’t come across very often where the trust factor quickly builds because of his focus on educating, openly sharing what he knows, and really wanting to find out how he can add value to your situation. I love his values.
Over the years, I have worked with a range of financial advisors—–some were independents with limited offerings, and some were larger with too much process and minimum investment requirements beyond our capacity. I found a real sweet spot with Art, where his level of personal service is the best, and the products he brings with his Mattson relationship are open and very attractive.
We have recently started our relationship with Baron by transferring a 401(k) type plan with assets in the mid hundreds of thousands. And we look forward to growth we’ll have in the account and in our relationship with Art!
Art offered to analyze my active company 401(k) and to recommend a better, more efficient asset mix for no cost even though he would not make any commission or earn any fee for doing so. Several months later, when I unexpectedly left the company, I was glad to have found someone I trusted who could handle the rollover to an IRA. A year later, I am very pleased with the working relationship I have with Art and the performance of my IRA and have asked him to check out another 401(k) which I am also planning to rollover.
Art always keeps it real and is fun to work with.
I spend much less time worrying about my investments knowing Art is watching out for me.