Providing Consistent Reasonable Advice
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 Jon LeBaron, CPWA®, CFP®, CIMA®. ChFC®, CLU®, AIF®, RMA®, MSFS and LeBaron Financial Group are here to serve you.
Jon P. LeBaron, CPWA®, CFP®, CIMA®, ChFC®, CLU®, AIF®, RMA®, MSFS
e-mail: jon@lebaronfinancialgroup.com
Born in Reed City, Michigan, Jon LeBaron graduated from the University of Michigan with a Bachelor of Arts degree in 1995 and the American College with a Master of Science in Financial Services degree in 2005. He began his practice in 1995. In 2015 Jon earned the Certified Private Wealth Advisor® designation. The CPWA® designation, delivered by the Investment & Wealth Institute® 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 the Investment & Wealth Institute® 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 Retirement Management Advisor®certification in 2019. RMA® certification focuses on building custom retirement income plans to mitigate clients' risks and to master the retirement planning advisory process, all within an increasingly regulatory environment. Investment & Wealth Institute® awards RMA® certification. 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. 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 Reed City, Michigan.
Richard L. LeBaron, ChFC®, CLU® -- Emeritus
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. Richard retired in 2025 and is no longer securities licensed or affilated with Harbour Investments, Inc.
Thank you for taking the time to visit our website. We appreciate your business and welcome referrals to others that we may be of assistance to. Jon and our staff at LeBaron Financial Group look forward to serving you for many years to come. We hope you take advantage of the resources available on our website. You may want to add this site to your internet browser's favorites and check back periodically for updated information and tools. As always, feel free to contact us for additional information or with questions. We are here to serve you.
