Baris Financial Management, Ltd.
Building and Preserving Wealth through Planning
Baris Financial Management provides private wealth and business advisory investment services to a varied client base.
About
Baris Financial Management, Ltd. was established to provide clients with a single, independent point of contact to assist them with organizing and maintaining control of their financial affairs. The firm offers services including cash management, financial reporting and planning, day-to-day bookkeeping, estate/wealth preservation, tax planning and preparation, payroll tax returns, insurance analysis, investment tracking, construction project oversight, vendor negotiations, bank financing arrangement, and banking relationship fostering.
Services
Business Management and Consulting
Provides consulting services for business management.
Identification & Resolution of Fiscal Challenges
Specializes in identifying and resolving financial challenges for clients.
Personal Wealth Management
Manages personal wealth for high-net-worth individuals and family offices.
Capitalization of Financial Opportunities
Focuses on capitalizing financial opportunities for clients.
SEC & FINRA Financial & Compliance Reporting
Provides financial and compliance reporting services for SEC and FINRA.
Construction Project Oversight
Oversees construction projects for clients.
