Anthony Benante
CFA®
Baron Financial Group, LLC
Wealth Management Principal
Anthony Benante
CFA®
Baron Financial Group, LLC
Wealth Management Principal
We believe that our core purpose is to help improve people’s financial lives through objective, transparent, and fiduciary advice. - Anthony Benante, CFA®
Sarasota, FL fee-only Wealth Manager, with additional meeting sites in Fair Lawn, NJ and New York City
Anthony Benante is a Sarasota, FL Wealth Manager, with additional meeting sites in Fair Lawn and Morristown, NJ, and New York City. Baron Financial Group’s Wealth Management Service combines financial planning and investment management to help guide you toward financial security through objective, transparent, and fiduciary advice. As a fee-only, fiduciary, and independent financial advisor, Anthony Benante is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
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Anthony Benante, CFA, is a Wealth Management Principal with Baron Financial Group. Tony enjoys working with clients to design and manage risk-appropriate investment strategies. He holds the lead position on Baron’s Investment Committee, oversees trading operations and is the main contributor to Baron’s quarterly newsletter.
Tony has worked in the financial industry for 30 years, with his longest tenure at Baron Financial Group. He is a graduate of Indiana University and a Chartered Financial Analyst® Charterholder. The CFA® charter is recognized globally as the preeminent designation for those in the field of investment management. It also emphasizes the highest ethical and professional standards. He is also a proud recipient of the 2023 Five Star Wealth Manager award, his twelfth consecutive year with this distinction.
Outside of work, Tony enjoys spending time with his wife and two sons, outdoor sports’ activities, boating, and watching local sporting events.
Anthony Benante is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Baron Financial Group (BFG) is a Fee-Only Fiduciary that combines financial planning and investment management.
We are driven by principles of integrity, competence and trust. We do not sell any products -- our sole compensation comes from clients (no 3rd parties). The relationship is solely between client and advisor.
Our diversified investment recommendations* consider your financial circumstances, investment experience, goals and comfort with volatility.
Our clients include individuals, families, and organizations, with experience working with retirees, women, and families with special needs.
We are also fluent in Spanish: http://baron-financial.com/es/
Introducing Baron Financial Group
Click here to view our 2 minute intro video
* Disclosure: Every investment strategy has the potential for profit or loss.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
Ideal Clients
- Retirees and Near Retirees
- Individuals and Families
- Organizations
- Recently Widowed or Divorced
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Anthony Benante is a NAPFA AssociateThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Anthony Benante is a CFA® charterholder
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
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Anthony Benante is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Anthony Benante is a Member of the CFA Institute
The CFA Institute is a global, not-for-profit organization comprising the world’s largest association of investment professionals. With more than 170,000 members and 150 regional societies around the world, the organization is dedicated to developing and promoting the highest educational, ethical, and professional standards in the investment industry.
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Anthony Benante is Quoted on NJ.com: "Second stimulus hopes help the markets shake off morning’s earlier losses. Should you adjust your portfolio?"
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Anthony Benante is a Five Star Professional in the Spotlight as a 10 Year Consecutive Wealth Manager Award Winner
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Fair Lawn's Baron Financial Advisors Receive Recognition as Featured on Patch.com
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Anthony Benante is Quoted on NJ.com: "Will my dad's $100,000 bank account stop me from getting financial aid?"
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Anthony Benante is quoted on Yahoo Finance: "What's the Best Place to Keep My Emergency Fund?"
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Anthony Benante is Quoted on New Jersey 101.5: "INVESTMENT OPTIONS FOR AN EMERGENCY FUND"
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Baron Financial Group is a Member of the Fair Lawn Chamber of Commerce
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Baron Financial Group is a Member of the Sarasota Chamber of Commerce
Contact Anthony Benante
Office Locations:
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1990 Main Street
Suite 750
Sarasota, FL 34236 -
16-00 Route 208 South
Suite 104
Fair Lawn, NJ 07410 -
55 Madison Ave.
Suite 400
Morristown, NJ 07960 -
1133 Avenue of the Americas
New York, NY 10036
