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About Us

Barron Financial Group  
Barron Financial Group, LLP is a partnership consisting of Jim Thibault, Tom Barron and Patrick Perfetto. Our Wealth Management business is focused primarily on Portfolio Management and Financial Planning for high income or high net-worth individuals and business owners.  
   
Jim Thibault  
Jim Thibault is the managing partner and portfolio manager of Barron Financial Group. Jim earned his BSME in Mechanical Engineering from the University of Hartford and received an MBA with a Finance concentration from Rensselaer Polytechnic Institute. Jim is a CERTIFIED FINANCIAL PLANNERTM professional and an Accredited Wealth Management AdvisorSM designee. Jim’s broad background in portfolio design, finance and business management are well suited to the unique and complex goals clients often have.  
   
Tom Barron and Pat Perfetto  
Tom Barron and Pat Perfetto are CPA’s and co-owners of Barron & Company, LLP, Certified Public Accountants.** Their 50+ years of combined accounting and business experience are tremendously helpful when reviewing complicated financial situations and engaging in tax planning. We feel this combination of investment, accounting and business knowledge in a single location positions Barron Financial Group very well for the needs of our clientele.  
   
** Tom Barron and Pat Perfetto are not registered as investment advisor representatives of Barron Financial Group, LLP nor are they registered representatives of any Broker/Dealer.  
   

 


 

Non-Advisory Securities offered through Purshe Kaplan Sterling Investments
Member FINRA/SIPC Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. (ph. 518-436-3536)

ACCREDITED WEALTH MANAGEMENT ADVISORSM and AWMA® are service marks of the College for Financial Planning.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and in the U.S., which it awards to individuals who successfully complete CFP Boards initial and ongoing certification requirements.

Not FDIC Insured. Not Bank Guaranteed. May Lose Value, Including Loss of Principle.
Not Insured by any State or Federal Agency.