The Baron Group
The Baron Group is a private financial advisory and insurance agency in Monroe, Louisiana, providing integrated tax preparation, retirement planning, estate planning, and Fixed Index Annuity products to pre-retirees, retirees, and federal employees across the Southeast US.
- Company typePrivate
- Founded2002
- HeadquartersMonroe, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What The Baron Group does
The Baron Group is a private, owner-operated financial advisory and insurance agency headquartered in Monroe, Louisiana, founded in 2002. The firm delivers an integrated set of retirement, tax, estate, and insurance services to individual clients, primarily pre-retirees, retirees, and federal employees (FERS/CSRS) in the Southeast US. Its core revenue is generated from insurance commissions on Fixed Index Annuities, life insurance, long-term care, and mortgage protection products distributed through approved-advisor relationships with carriers including Nationwide, Fidelity & Guaranty Life, North American, SILAC, Security Benefit, Guggenheim Life and Annuity, and ACL/Atlantic Coast Life. The firm also collects recurring revenue from monthly tax and consulting subscriptions ($199, $349, and $499 tiers) delivered in partnership with LA Tax Advisors, plus affiliate referral income from MaxMyInterest (cash management), MyLegacyLock (estate planning software), BitcoinIRA, and Health Matching Accounts.
The Baron Group's go-to-market is advisor-led, with Managing Agent Tim Mobley as the primary licensed insurance representative supported by a small specialist team covering international tax (Brian Schwam), expat/Bitcoin education (Alex Muchinsky), operations (BriAnna Cooper), investment advisory (Kevin Kretzmar), accounting (Amy Baltimore CPA, Chuck Franklin CPA), and trusts and estates (Don Deasy). The firm runs a documented four-step discovery process (Discovery, Strategize, Take Action, Review) and pursues channel partnerships, notably with Federal Employee Advocates, to source leads. Its technology stack is an integrated set of third-party SaaS platforms rather than proprietary infrastructure: Right Capital provides the secure client portal, financial planning, and mobile app; SWIVEL delivers real-time Fixed Index Annuity account tracking from multiple carriers; MyLegacyLock supplies digital estate planning; and Max (MaxMyInterest) handles FDIC-insured cash allocation.
The business model combines transaction-based insurance commissions with subscription recurring revenue and affiliate referrals, giving the firm a multi-stream income structure typical of mid-sized independent advisory practices. The competitive position rests on breadth of carrier access, an integrated tax/retirement/estate offering, and a niche specialization in federal employees, rather than on technology differentiation, scale, or proprietary AI/ML capability. No funding rounds, acquisitions, or public-market activity are recorded, and the company remains closely held.
The Baron Group firmographics
Firmographics- Name
- The Baron Group
- Legal name
- The Baron Group
- Website
- https://barongroup.net
- Company type
- Private
- Founded year
- 2002
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- The Baron Group is a private financial advisory and insurance agency in Monroe, Louisiana, providing integrated tax preparation, retirement planning, estate planning, and Fixed Index Annuity products to pre-retirees, retirees, and federal employees across the Southeast US.
- Ownership category
- akta.pro rank
The Baron Group industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282), Life Insurance (6311)
- akta.pro primary industry
- Annuity & Insurance-Based Retirement Solutions Advisory (FSAEABAH)
- akta.pro secondary industries
- Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE), Trust & Estate Tax Planning & Compliance (FSAEAKAE), Tax-Aware Retirement & Estate Coordination (FSAEABAJ)
Keywords
Where The Baron Group is headquartered
LocationHeadquarters
- HQ city
- Monroe
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
The Baron Group business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Revenue model
- Insurance Commissions: Commissions from sale of Fixed Index Annuities, life insurance, long-term care insurance, and mortgage protection insurance products through partnerships with multiple insurance carriers including Nationwide, Fidelity & Guaranty Life, North American, SILAC, Security Benefit, Guggenheim Life, ACL/Atlantic Coast Life, and others.
- Advisory Subscriptions: Annual subscription tiers for tax consulting services: Elite ($199/month), Elite Pro ($349/month), and Elite Pro Plus ($499/month). Includes tax preparation, planning, and consulting services.
- Tax Preparation Services: Individual tax preparation and consulting services, complementary subscriptions, and tax organizer downloads for clients.
- MAX Cash Management Referral: Referral arrangement with Max (MaxMyInterest) for cash management services. Max charges 2 basis points (0.02%) per quarter for savings accounts management.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Elite subscription with basic tax consulting |
| Subscription | Monthly | Elite Pro subscription - most popular tier |
| Subscription | Monthly | Elite Pro Plus subscription - premium tier |
| Freemium | Pay-as-you-go | 10-day free trial for MyLegacyLock estate planning software |
| One time/ perpetual license | Pay-as-you-go | Estate Planning - Complete Estate Plan without Trust |
| Usage-based | Pay-as-you-go | MAX Cash Management Service fee |
Go-to-market motion1 record
Distribution channels4 records
Marketing channels6 records
The Baron Group product offering
Product offeringCore offering
The Baron Group is a licensed insurance agency and financial advisory practice that sells Fixed Index Annuities (with multiple index-linked portfolio options), life insurance, long-term care insurance, mortgage protection insurance, and retirement income planning services to individual consumers. It additionally delivers subscription-based tax preparation and consulting through LA Tax Advisors, estate planning documents (wills, trusts, healthcare directives) via the MyLegacyLock platform, Federal Employee (FERS/CSRS) retirement planning as an approved advisor of Federal Employee Advocates, and college planning services.
Product overview
The Baron Group is a Retirement and Tax Planning Insurance agency offering a comprehensive suite of financial planning products and services. The core offerings center on Fixed Index Annuities with various Index Linked Portfolio options (including JP Morgan Cycle Index, BNP Paribas Global H-Factor Index, and UBS Strategic Growth Series), paired with Retirement Income Planning and Tax Preparation/Consulting services through LA Tax Advisors subscription tiers. Supporting services include Estate Planning (wills, trusts, MyLegacyLock digital platform), Mortgage Protection Insurance, Long-Term Care Insurance, College Planning, and Federal Employee Retirement Planning. Technology platforms include the RightCapital-based Secure Client Portal and Mobile App, Swivel Portal for annuity account tracking, and MAX Cash Management for FDIC-insured cash yield optimization. The company also provides Bitcoin educational resources through referrals and Medical Savings Account (HMA) services for healthcare expense matching.
Differentiator
Problem solved
Functional benefit
Products and services
- Fixed Index Annuities Insurance products that provide accumulation growth linked to market indices such as S&P 500, NASDAQ, and various strategic indices from providers like Nationwide, North American, SILAC, Security Benefit, and Guggenheim without direct market risk to principal.
- Retirement Income Planning Comprehensive planning service that integrates tax strategies with retirement planning, including Social Security optimization, tax-efficient distribution strategies, and debt elimination programs.
- Estate Planning Services Includes revocable living trusts, wills, healthcare directives, power of attorney, and estate plan portfolios ranging from $679 for will-based plans to custom full trust plans ($2,900–$8,900), with probate guidance services.
- Tax Preparation and Consulting Year-round tax consulting through LA Tax Advisors with subscription tiers Elite ($199/month), Elite Pro ($349/month), and Elite Pro Plus ($499/month), including tax organizers and IRS publication access.
- Federal Employee Retirement Planning Approved advisor services for Federal Employee Advocates, providing FERS and CSRS retirement planning, Social Security optimization, and bullet-proof retirement strategy development.
- College Planning Services College funding strategy development including Expected Family Contribution calculation, cost-efficient borrowing strategies, and protection of retirement accounts from financial aid formulas.
- Mortgage Protection Insurance Insurance products through Back9Ins that pay off mortgages upon death or make payments during disability, with instant-decision term options that refund premiums after 20 years.
- Long-Term Care Insurance Traditional LTC insurance solutions with agent-guided consultation to help select appropriate coverage options based on individual needs and circumstances.
Quantifiable outcome
- Help clients become completely out of debt, including mortgage, in less than nine years in most cases
- +2 more outcomes
Companies that use The Baron Group
Customer profileNamed customers2 records
Segments4 records
Ideal customer profiles4 records
The Baron Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration3 records
Feature2 records
The Baron Group partnerships and signals
Strategic signalPartnerships
15 partnerships are on record, tiered core, supporting and minor.
- SWIVELcorePartnership with SWIVEL, a leader in technical innovation for the insurance industry specifically in Fixed Index Annuities. SWIVEL provides direct account value updates from insurance carriers including Nationwide, North American Companies, F&G Life, SILAC, and Security Benefit. The Baron Group uses Swivel portal for client account access.
- Right CapitalcorePartnership with Right Capital for secure client portal providing portfolio tracking, account updates, and mobile app access. The Baron Group uses Right Capital login credentials (cobrand ID: reZr1iD-G1ouy7rLeDQlHg) for client access.
- Max (MaxMyInterest)supportingReferral partnership for MAX Cash Management Service that helps clients earn higher yields on cash reserves. Max allocates cash to banks with highest rates, increasing FDIC coverage up to $9 million per couple. The Baron Group receives referral consideration.
- LA Tax AdvisorscoreYear-round tax consulting firm that helps Baron Group clients with advanced tax saving strategies. Provides tax preparation services and maintains subscription portal for Baron Group clients. LA Tax Advisors contributes to climate initiatives by funding carbon removal.
- Federal Employee AdvocatescoreThe Baron Group is an approved advisor for Federal Employee Advocates, enabling them to serve federal employees with specialized retirement planning. Provides FERS and CSRS calculators and optimization tools at no cost to federal employees.
- NationwidesupportingInsurance carrier partner offering Fixed Index Annuities through The Baron Group. Products include Peak 10, JP Morgan Cycle Index, and BNP Paribas Global H-Factor Index linked annuities.
- Fidelity & Guaranty LifesupportingInsurance carrier partner offering Power Accumulator 10, Balanced Asset 10 Index, and Accumulator Plus 10 annuity products through The Baron Group.
- North AmericansupportingInsurance carrier partner offering VersaChoice and ELB annuity products linked to Fidelity Multifactor Index, Morgan Stanley Dynamic Global Index, and S&P MARC 5% ER Index.
- SILACsupportingInsurance carrier partner offering TETAN and DENALI annuity products, including Denali Bonus 7, 10, and 14 year products, and Teton Bonus versions.
- Security BenefitsupportingInsurance carrier partner offering TVA Total Value Annuity, SIA Secure Income Annuity, and products linked to SG Navigator AI, MSCI BofA US Dualcast Index.
- Guggenheim Life and AnnuitysupportingInsurance carrier partner offering TryVista annuity linked to Morgan Stanley Diversified Select Index, S&P Economic Cycle Factor Rotator Index, and S&P500 Daily Risk Control 5% Index.
- ACL / Atlantic Coast LifesupportingInsurance carrier partner offering ACC Accumulator Protector Plus, RPM Retirement Plus Multiplier products linked to Credit Suisse Momentum Index and Goldman Sachs Aging of America Dynamic Balance Index.
- MyLegacyLocksupportingEstate planning software partner providing 10-day free trial for will and trust creation. The Baron Group receives affiliate consideration for referrals.
- Health Matching Accounts (HMA)supportingPartner offering Health Matching Account products for medical expense savings, including HMA Medical Claims Visa Prepaid Card. The Baron Group helps clients design personalized payment plans.
- BitcoinIRAminorReferral partner for Bitcoin IRA services. The Baron Group provides educational resources about Bitcoin but does not offer Bitcoin investment advice or products.
Scale indicators2 records
Recent moves6 records
Expansion highlights5 records
The Baron Group competitors and assessment
Company assessmentDirect peers
- Edward Jones: Large advisor-led financial services firm built around branch-based individual advisors delivering retirement, tax, and estate planning to mass-affluent clients. Highly comparable sales-led GTM motion, multi-product shelf, and small-team branch economics.
- Cambridge Investment Research: Independent broker-dealer serving independent financial advisors with retirement, annuity, and wealth management solutions. Closely comparable in supporting independent practices that distribute FIAs and insurance alongside planning services.
- PlanMember Financial Corporation: Specializes in retirement planning for educators, nonprofits, and government employees — directly comparable to Baron Group's federal employee (FERS/CSRS) niche and approved-advisor distribution model with affinity groups.
- Cetera Financial Group: Independent broker-dealer supporting ~10,000 independent advisors with multi-carrier product access, technology platforms, and back-office compliance. Mirrors Baron Group's reliance on third-party platforms and carrier relationships to deliver an integrated client offering.
- OneDigital: Independent financial advisory, insurance brokerage, and HR consulting firm serving employers and individuals with retirement, wealth, and benefits solutions. Comparable in bundling retirement planning, insurance, and employer benefit advisory.
Broad incumbents
- Ameriprise Financial: Diversified financial services firm with advisor-led retirement, tax, and estate planning franchise. Comparable in integrated planning value proposition but at materially larger scale with proprietary planning technology.
- MassMutual: Mutual life insurer with agent-led distribution of life, disability, and annuity products plus affiliated advisor network. Comparable in advisor-led insurance and retirement income distribution.
- HUB International: Large insurance brokerage with retirement and wealth management segments. Comparable in multi-carrier brokerage model serving individual and small-business clients with retirement income and insurance solutions.
- New York Life: Mutual insurer with a large agent-led distribution channel selling life insurance, annuities, and long-term care products. Overlaps with Baron Group's insurance-led retirement planning offering and advisor-driven GTM.
- Waddell & Reed Financial: Long-standing financial advisory firm serving retail retirement clients with multi-product shelf. Overlaps with Baron Group on financial planning, insurance, and tax-adjacent services delivered through advisor relationships.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
The Baron Group social profiles
Digital presenceThe Baron Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Baron Group leadership team
Management profileNumber of profiles
Profiles8 records
The Baron Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Baron Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about The Baron Group
What does The Baron Group do?
The Baron Group is a licensed insurance agency and financial advisory practice that sells Fixed Index Annuities (with multiple index-linked portfolio options), life insurance, long-term care insurance, mortgage protection insurance, and retirement income planning services to individual consumers. It additionally delivers subscription-based tax preparation and consulting through LA Tax Advisors, estate planning documents (wills, trusts, healthcare directives) via the MyLegacyLock platform, Federal Employee (FERS/CSRS) retirement planning as an approved advisor of Federal Employee Advocates, and college planning services.
Is The Baron Group a public or private company?
The Baron Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was The Baron Group founded?
The Baron Group was founded in 2002. It employs 11 to 50 people.
Where is The Baron Group based?
The Baron Group is headquartered in Monroe, United States, in the North America region.
How does The Baron Group make money?
Four revenue lines are on record. Insurance Commissions are the primary driver. The others are advisory Subscriptions, tax Preparation Services and MAX Cash Management Referral.
Who are The Baron Group's main competitors?
Direct peers on record are Edward Jones, Cambridge Investment Research, PlanMember Financial Corporation, Cetera Financial Group and OneDigital. Broad incumbents are Ameriprise Financial, MassMutual, HUB International, New York Life and Waddell & Reed Financial.
Does The Baron Group have an API?
No public API is recorded for The Baron Group.
What industry is The Baron Group in?
The Baron Group's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAEABAH, Annuity & Insurance-Based Retirement Solutions Advisory, with a secondary code of FSAEABAE, Employer Retirement Plan Advisory (401(k)/Pension). Its NAICS code is 523940 and its SIC code is 6282.