At Baroway Financial Group, we understand that life is about making choices. We take great pride in developing a relationship with each individual client – we listen intently and then use this information to develop a customized plan that meets your current needs and maps the path toward your personal and financial goals. Oftentimes, we use behavioral finance tools to explore how you approach decisions and use the results to guide us as we work together.
Our team has extensive knowledge across the spectrums of financial planning and wealth management guidance. We understand that the many stages of life require different perspectives. We enjoy working across family generations, educating young investors and empowering all clients to be able to take control of their own financial future.
While most of our accounts are fee-based through advisory services, we also serve clients who prefer to remain transactional through brokerage services. We pride ourselves on employing a simple and easy-to-understand fee structure. You have a right to know exactly what you are paying and how it is computed.
Where we reasonably believe it to be in a client’s best interest, we recommend:
Our team accepts new clients who have a minimum of $500,000 of assets under advisory. This minimum allows us to continue to provide the exceptional and consistent level of client attention that we strive to provide.