Anthony Benante

CFA®

Baron Financial Group, LLC

Wealth Management Principal

Anthony Benante

CFA®

Baron Financial Group, LLC

Wealth Management Principal

Our purpose is to protect and grow your money responsibly, helping to guide you towards financial security. - 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 retirees, women, and families with special needs organize, grow and protect their assets through life’s transitions. 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.

Watch the Baron Financial Group Videos:

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 that can be regularly validated with a dynamic financial plan.  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 2021 Five Star Wealth Manager award, his tenth 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 are completely transparent with costs - our sole compensation comes from clients (no 3rd parties). We do not sell any products nor are we influenced by outside interests. The relationship is solely between client and advisor.

Our investment recommendations* are broadly-diversified and tailored for each client. We 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

  • National Association of Personal Financial Advisors (NAPFA)
    Anthony Benante is a NAPFA Associate

    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.

  • CFA - Chartered Financial Analyst

    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.

  • Financial Planning Association
    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.

  • CFA Institute

    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.

Contact Anthony Benante

Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Clear Form
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Message Sent! Your message info will be displayed in other advisor contact forms to make it easy to send to multiple advisors. We do not share your message content beyond the advisors you choose.

Office Locations:

  • 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

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser