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A look into our practice

YOU are our PRIORITY. Our company is based on the principle that our complete understanding of YOU and your current financial situation is vital to successfully making prudent decisions concerning your future financial condition

Barons was founded in 1996 based on two ideas: first and foremost that the interests of the client must always come first, and secondly, to assist clients with their finances in order to build a secure future

Financial education goes hand-in-hand with financial achievement

Brian Farkas Photo

Brian Farkas


Brian holds both a Series 7 and 24 almost all 50 states. He is also a Registered Principal, supervising other advisors.

Guiding Families and Businesses since 1987 utilizing strategic planning & personalized attention is how my clients achieve their financial goals. I do provide a Complimentary Review with strategies for your success. Brian was previously the owner/publisher at the Manhattan Pennysaver between 1979 and 1987.

Xavier Felipe Photo

Xavier Felipe

Financial Advisor, CFP

Xavier is a CFP with American Portfolios/Barons Financial with 25 years of financial experience. Xavier specializes in customized portfolio construction and financial planning applications. He believes in making your money serve you in the best way possible by clearly defining your goals and matching them to your investment plan. Xavier graduated Baruch College CUNY and then worked at Kidder Peabody. After, he furthered his career at UBS and Janney Montgomery Scott. Xavier is passionate about exercise and a huge fan of classical music. He is a father of two children and lives on Long Island, NY.

Marianne Haynes Photo

Marianne Haynes

Office Manager

Marianne has been with Barons Financial full-time since 2001 and is an encyclopedia of financial knowledge when it comes to processing paperwork, fiscal rules and regulations, and all things administrative. Along with being Brian’s second in command, she handles licensing and compliance, as well as overseeing all the assistants. She is the quintessential native Long Islander – so very friendly, making everyone and anyone feel at ease immediately upon meeting her, seeming to know one and all. Marianne’s a font of information on all things Long Island – eateries, beaches, boating, etc. When she isn’t at Barons, she can be found with her family and/or friends at local neighborhood places. 

Kimberly Lowenstein Photo

Kimberly Lowenstein

Administrative Assistant

Kimberly has been a full-time assistant at Barons since 2018. A recent 2017 transplant from New Jersey, she was employed in the same position for three years prior with another financial advisor. Coming to Barons with prior knowledge of the in-and-outs of the finance industry made her entry into the office practically seamless. Kimberly helps take care of clients, processes paperwork, calculates/keeps track of RMDs, and works on anything else that Marianne needs her to do. Kimberly is an avid reader, as well as a car enthusiast. She can be found either curled up in her chair-and-a-half with a book or behind the wheel of her fun little red VW GTI. She graduated magna cum laude from Montclair State University in 1995 with a degree in Psychology and has two adult children.

Stefanie Rhodes Photo

Stefanie Rhodes

Administrative Assistant

Stefanie was hired part-time in November of 2018. She works mostly with Xavier, but chips in with work for Brian when necessary. Her work with Xavier tends towards different types insurances (life, long term care), so her knowledge in that area is a nice complement to the financial planning/investment base of the office. Stefanie takes care of clients, follows up on claims, and does scheduling among other office duties. In her off-time, she’s at the beck-and-call of her teen daughters, and is also a big fan Seton Hall basketball. Stefanie graduated from Molloy College with a degree in Public Relations /Communications.