Baron Wealth Management logo

Baron Wealth Management Employee Directory

Financial ServicesUnited States2-10 Employees

Baron Wealth Management is an independent registered investment advisory firm based in Troy, operating as a boutique financial services practice that provides comprehensive wealth management for high net worth individuals. The firm takes an integrated approach to clients’ financial needs, encompassing income tax, retirement, cash flow, estate, investment, compensation, benefits, and insurance planning to support a well‑lounded financial life.

With a focus on delivering tailored perspectives for each client, Baron Wealth positions itself within the financial services industry as a boutique advisory option that emphasizes individualized planning and risk management. The firm serves a niche market of sophisticated clients seeking coordinated, multi‑faceted financial guidance, and it operates on a relatively small team structure designed to align specialists around each client’s unique situation.

Find Baron Wealth Management employees' phone numbers or email addresses

Baron Wealth Management Global Highlights

Location
Employees

North America
15

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  • United States Of America
    15

Baron Wealth Management's Leadership

  • Stylized image of a person
    E. C.
    Senior Financial Planner
  • Stylized image of a person
    J. L.
    Senior Wealth Advisor
  • Stylized image of a person
    J. L.
    Senior Wealth Advisor

Baron Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business Development
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Baron Wealth Management

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    E. C.
    Senior Financial Planner
    Jun 08, 2026
  • Stylized image of a person
    J. L.
    Senior Wealth Advisor
    Jun 08, 2026
  • Stylized image of a person
    J. L.
    Senior Wealth Advisor
    Oct 17, 2024

Frequently Asked Questions

What is Baron Wealth Management known for?

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Baron Wealth Management was founded in 2010 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Baron Wealth Management's company overview page for more information.

What is Baron Wealth Management's most common email format?

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Baron Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Baron Wealth Management email formats with LeadIQ.

How many employees does Baron Wealth Management have currently?

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Baron Wealth Management has approximately 7 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Baron Wealth Management's key employees and leadership?

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As of July 2026, Baron Wealth Management's key employees include:

  • Senior Financial Planner: E. C.
  • Senior Wealth Advisor: J. L.
  • Senior Wealth Advisor: J. L.

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