Baron Silver Stevens Financial Advisors, LLC Employee Directory

Financial ServicesFlorida, United States2-10 Employees

Baron Silver Stevens Financial Advisors, LLC is a boutique financial services firm based in Boca Raton, Florida, offering private wealth management and comprehensive financial planning. The firm emphasizes independence and fiduciary duty, providing coordinated services across five disciplines—financial planning design and implementation, portfolio management, tax planning, estate planning, and risk management—within an integrated approach. Its client base includes individuals ranging from affluent, nearby residents to ultra high net worth families, with a focus on clear communication and objective guidance over a purely transactional relationship. Located in South Florida, the firm operates as a registered investment adviser and securities broker, positioning itself in the private wealth management segment by delivering independent, objective advice through a small, specialized team. Recent activity notes include acquisitions of stakes in Republic Bancorp and Williams Companies, reflecting ongoing investments within its advisory scope.

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