WE TOOK A BROKEN SYSTEM AND TURNED IT UPSIDE DOWN.

For years, many Wall Street firms, brokers, and “financial advisors” have failed the public and forgotten their purpose.

THEIR PURPOSE SHOULD HAVE BEEN SERVING THE PUBLIC AND HELPING PEOPLE ACHIEVE THEIR FINANCIAL GOALS.

Instead, Wall Street served themselves at the expense of the public.

BARON, SILVER, STEVENS FINANCIAL ADVISORS, LLC WAS CREATED TO BE THE ALTERNATIVE.

We’ve built a boutique financial planning firm where it’s all about you, not corporate agendas.

HOW ARE WE SO DIFFERENT?

A LOT OF WAYS, BUT HERE ARE JUST A FEW:

 

WE LISTEN

The most important step of your financial plan is to truly understand your goals and objectives. We want to understand where you are, where you’ve come from, and where you want to be.

This discovery phase is the foundation of your financial plan. Proper financial planning is more than just a risk tolerance questionnaire and a cookie cutter model portfolio based on age.

With our firm, you are never just another account. You are a unique and special person that has entrusted our firm with your savings. Everything we do is based on your specific needs. We consider your income needs, tax situation, family dynamics, risk tolerance, estate plan, and unique circumstances to design a comprehensive financial plan and portfolio tailored to you.

WE ARE INDEPENDENT, OBJECTIVE, AND UNBIASED

We only work for you. We don’t work for or answer to a Wall Street firm, bank, insurance company, or mutual fund company. This allows us to act in our clients’ best interest and serve as a fiduciary. As a result:

  • Our fees are simple and transparent
  • We have no proprietary products
  • We avoid conflicts of interest
  • Every client’s financial plan and portfolio is different and unique to them
  • We can coordinate financial planning, estate planning, investment management, and risk management, all in-house
  • Each client has a comprehensive advisory team lead by a Certified Financial Planner and supported by a team of professionals with degrees in business, finance, and economics

WE COMMUNICATE AND EDUCATE

The only way you will truly feel confident in your financial plan is to have clarity. Our job is to guide and educate you to make the right decisions based on your unique set of circumstances.

You will have a seasoned Certified Financial Planner as your day-to-day contact that will always be available to discuss investment strategies, answer your questions, and coordinate the entire planning process. We have a proactive and communicative relationship based on trust, integrity, and service.

WITH US, IT’S PERSONAL

We take financial planning and investment management and make it very personal.

We view the client-advisor relationship as a partnership, and it’s our job to help you accomplish whatever is important to YOU. Because of this, working with us is very different than working with other firms.

Your advisor will have access to other highly skilled professionals such as attorneys, CPA’s, and trust officers. This means we can handle our clients’ needs from advice to implementation in almost any area of their financial life.

We become our clients’ financial coach and advocate. We organize and simplify your financial life to maximize your enjoyment and help you sleep at night.

DON’T JUST TAKE OUR WORD FOR IT