Building and Preserving Wealth through Planning
Baris Financial Management provides private wealth and business advisory investment services to a varied client base. The firm’s broad scope includes a full spectrum of financial, accounting, tax and ancillary services.
SPECIALTY
AREAS
Business Management and Consulting
Identification & Resolution of Fiscal Challenges
Personal Wealth Management
SEC & FINRA Financial & Compliance Reporting
Capitalization of Financial Opportunities
AREAS OF SPECIALTY
MARKET EXPERTISE
Business Management and Consulting
Capitalization of Financial Opportunities
Personal Wealth Management
High-Net-worth Individuals
Family Office
Identification & Resolution of Fiscal Challenges
SEC & FINRA Financial & Compliance Reporting
Small Business
Media & Entertainment
ABOUT BFM
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.
Mr. Baris leads a team that provides assistance with services including cash management, financial reporting and planning, day-today bookkeeping services, estate/wealth preservation, tax planning and tax return preparation, payroll tax returns for business and household employees, insurance overview and analysis, investment tracking and reporting, construction project oversight, vendor negotiations, arranging and facilitating bank financing and fostering banking relationships.
Committed to identifying and capitalizing on financial opportunities and resolving fiscal challenges
CONSTANTINE BARIS
Constantine Baris, CPA, has over 25 years of experience working in both professional public service firms and in the private sector. He serves as a trusted personal advisor and is committed to identifying and capitalizing on financial opportunities as well as identifying and resolving financial challenges for his clients.
Prior to forming Baris Financial Management, Ltd., Mr. Baris' experience includes serving as a managing director of Julien & Associates, Inc. for 13 years. In addition, he was recently the Chief Financial Officer of a Registered Investment Advisory firm that had in excess of $200 million of assets under management. Mr. Baris is also a partner, the CFO and the Financial Operating Principal of a FINRA broker dealer.
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CONTACT
