Why Use a Certified Financial Planner™

To earn the right to use the CFP® marks, a CFP® Practitioner must complete the following competency requirements:

 Education

The planner will get a clear understanding of your current financial situation and you and the planner will mutually define your goals and objectives.

 Examination

CFP® professionals must successfully complete CFP® Board's comprehensive examination, which tests an individual's ability to integrate and apply their financial planning knowledge.

 Experience

They must acquire three years of financial planning related experience, or a limited 2-year structured option, before achieving the right to use the CFP® marks.

 Ethics

They must voluntarily ascribe to CFP® Board's code of ethics and additional requirements as mandated. This includes providing financial planning services as a fiduciary, or acting in the client's best interest.

Our Commitment to You

We:

  • Place our clients’ objectives as priority and always act in their best interest
  • Listen to our clients’ concerns and focus on their needs and desires
  • Provide advice that is unbiased and objective
  • Utilize all of our sources and research to formulate opinions that are client specific and independent of any conflicts of interest
  • Treat our clients with respect and always act in a professional and fiduciary manner
  • Use technology to add efficiency to our firm, but understand it can never replace hard work, education, and personalized service and attention
  • Provide full disclosure and openly discuss any potential conflicts of interest

What You Can Expect

A great relationship is based upon a solid foundation. The Client Bill of Rights clearly identifies the level of proactive service and relationship you will experience at Baron Silver Stevens Financial Advisors.

Fiduciary Relationship

You have the right to independent, objective, unbiased advice based upon your defined needs, goals and objectives. Through comprehensive wealth planning your needs are clearly defined and constantly monitored.

Quality of Service

You are entitled to a high level of courteous service from all associates at Baron Silver Stevens Financial Advisors.

Trust and Integrity

You have the right to work with a trustworthy and dependable financial planning team that is focused on your journey to financial security. The Baron Silver Stevens Financial Advisors team will develop a personal relationship with you through insightful communication highlighting our core beliefs, investment outlook, and management philosophy.

Confidentiality

You have the right to the strictest levels of confidentiality with information provided to Baron Silver Stevens Financial Advisors.

Transparency

You have the right to a transparent relationship and to clearly know the fees for portfolio management, transactions, and advisory services. All communications with the team should be clear and concise. If you have a question, it is our duty to answer it for you in an understandable way.

Prompt Response

You have the right to a prompt response from your Baron Silver Stevens Financial Advisors team. As your trusted advisors, our team commits to returning calls by the end of each business day. Should you require additional research, our team will set a clearly defined time frame to deliver a response.

Education

You have the right to continual education along your journey to financial security. Through education, our team will project reasonable expectations and achievable scenarios in the development and constant monitoring of your financial plan.