Value We Provide
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.
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:
Advisory Services
For more details, including costs, please refer to Stifel’s Form ADV Part 2A, Wrap Disclosure Brochure, available on our website at www.stifel.com/disclosures/investment-advisory-services/ program-disclosures, for detailed information about the fees and expenses that clients incur in connection with Stifel’s investment advisory programs and to Stifel’s Form CRS, available at www.stifel.com/CRS.
Non-Advisory Products (Brokerage Services)
For more details, including costs, please refer to Stifel’s Relationship Guide at www.stifel.com/relationshipguide and to Stifel’s Form CRS, available at www.stifel.com/CRS.
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.