211 Chestnut St, Reed City, MI 49677
Located in beautiful Reed City, Michigan, LeBaron Financial Group has provided consistent, reasonable advice since 1971. We provide families and corporations with investment and insurance planning and services. As an independent financial advisory firm, we are affiliated with an independent broker/dealer, Harbour Investments, Inc. Our relationship with an independent broker/dealer means that unlike advisors affiliated with traditional national broker/dealers, we do not receive pressure to use preferred or proprietary products. We are free to survey the marketplace for solutions to our clients' issues and offer solutions to our clients from numerous sources.
LeBaron Financial Group is a boutique firm providing clients with individually tailored recommendations and consistent, reasonable advice. Our success is measured by our clients' attainment of their goals and dreams. Our compensation is chosen by the client. The options include fee based planning with a negotiated hourly or project based fee, negotiated investment advisory fees based on the account balances managed by our firm, or traditional commission based product solutions. The choice of which structure is best is chosen by the client based on their situation. Under any of the compensation structures Richard LeBaron, ChFC®, CLU®, Jon LeBaron, CPWA®, CFP®, CIMA®. ChFC®, CLU®, MSFS, AIF®, and LeBaron Financial Group are here to serve you.
Richard L. LeBaron, ChFC®, CLU®
After graduation from Reed City High School, Richard served three years as an intelligence specialist in Vietnam and France in the U.S. Army. He graduated from Michigan State University in 1971 with a Bachelor of Arts degree. He began his financial services career in April 1971 in Reed City, Michigan. Richard has earned the Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter® (CLU®) designations. In 2002, Michigan Governor John Engler appointed Richard to serve as a Trustee of the Michigan Municipal Bond Authority. Richard and his wife Johnell reside in Reed City, Michigan. They have two children and two grandchildren.
Jon P. LeBaron, CPWA®, CFP®, CIMA®, ChFC®, CLU®, MSFS, AIF®
Born in Reed City, Michigan, Jon LeBaron graduated from the University of Michigan with a Bachelor of Arts degree and the American College with a Master of Science in Financial Services degree. In 2015 Jon earned the Certified Private Wealth Advisor® designation. The CPWA® designation, delivered by the Investment Management Consultants Association (IMCA) in partnership with The University of Chicago Booth School of Business, is the only advanced designation designed for financial advisors and consultants who work with high-net-worth clients on the life cycle of wealth. Jon is a CFP® practitioner or Certified Financial Planner™ practitioner. Jon LeBaron holds the CIMA® or Certified Investment Management Analyst® certification, administered by Investment Management Consultants Association® and taught in conjunction with The University of Chicago Booth School of Business. Jon earned this certification in 2016. Additionally, Jon has earned the Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter® (CLU®) designations. Jon obtained a Certificate in Retirement Planning from The Wharton School of Business at the University of Pennsylvania. Jon LeBaron earned the Accredited Investment Fiduciary® Designation from the Center for Fiduciary Studies in 2017. The AIF® Designation certifies that he has specialized knowledge of fiduciary standards of care and their application to the investment management process. He began his practice in 1995. Jon's wife, Dr. Tania LeBaron, is a family physician and partner at Cadillac Family Physicians, PC in Cadillac, Michigan. Jon and Tania reside in Cadillac, Michigan.