We Are Your

Financial Advocate

We take the time to understand what you want out of life – for yourself and for your family. We focus on building a long-term relationship and creating strategies that will help you move towards achieving your near- and long-term goals.

Our comprehensive planning approach and sophisticated technology are designed to optimize results and help achieve your financial goals.
We collaborate with our clients and ensure that your financial information is organized, up-to-date, easy to understand and accessible at anytime from anywhere.
Unexpected events and life changes can impact your dreams; therefore, we monitor your progress and adjust your financial plans accordingly.

Meet Our Founder

Beth Zilka

Beth earned her Bachelor of Arts degree with an emphasis in Finance from Hillsdale College and her Masters of Business Administration (MBA) with an emphasis in Accounting from Walsh College. Beth joined Nantucket Capital Management, LLC and became the Managing Director of their private equity business where she managed communications with investors and performed due diligence on prospective and current private equity fund investments. She assisted the founding partner in performing due diligence on hedge funds and was the Financial Operations Principal of the firm’s broker dealer. Wanting to provide comprehensive financial advising for clients, Beth joined The Ayco Company, LP (A Goldman Sachs Company) in 2003. She focused her career on assisting CEOs, CFOs, and other executives of Fortune 500 companies in all financial matters.

With a vision to provide a more custom and comprehensive approach to wealth management for her clients, in 2010, Beth established Baron Wealth Management. Today, her dedication remains to empower clients to meet the challenges of living a well lived life through comprehensive wealth management. Beth has received the Five Star Wealth Manager Award the last eleven years for providing exceptional service to clients. She also served as a member of the RIA Advisory Board for PIMCO from 2011 to 2014. Currently, Beth serves on the Board of the Financial Planning Association.

A native of Hillsdale, Michigan, Beth has been a resident of Oakland County, Michigan for 20 years and currently resides in Bloomfield Hills, Michigan. Beth enjoys an active family life, tennis, biking, sporting and raising two bright children, Georgiana and Griffin, with her husband, an avid outdoorsman, Bret.

Our clients are looking for a partner who can help them obtain their goals over the long term.