Five Star award winner Beth Zilka

PROFESSIONAL PROFILE

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Beth Zilka

Principal

Baron Wealth Management

3150 Livernois Rd Ste 250

Troy, MI 48083

Office: 248-251-0161

bzilka@baron-wealth.com
www.baron-wealth.com

Professional Approach

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 11 years for providing exceptional service to clients. She served as a member of the RIA Advisory Board for PIMCO from 2011 to 2014 and currently serves on the Financial Planning Association Board.

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.

See Accomplishments

This award was issued on 5/1/24 by Five Star Professional (FSP) for the time period 9/6/23 through 2/29/24. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 3651 Detroit-area wealth managers were considered for the award; 278 (8% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 3,550, 312, 8.7%, 5/1/23, 10/10/22 - 3/3/23; 2022: 3273, 304, 9%, 5/1/22, 9/3/21 - 3/11/22; 2021: 3260, 274, 8%, 5/1/21, 8/10/20 - 3/19/21; 2020: 3105, 284, 9%, 5/1/20, 8/1/19 - 3/20/20; 2019: 2987, 347, 12%, 5/1/19, 8/21/18 - 3/19/19; 2018: 3069, 322, 10%, 5/1/18, 8/30/17 - 3/19/18; 2017: 1836, 356, 19%, 5/1/17, 8/24/16 - 2/24/17; 2016: 1961, 630, 32%, 4/1/16, 10/22/15 - 3/9/16; 2015: 2238, 627, 28%, 5/1/15, 10/22/14 - 3/9/15; 2014: 3448, 658, 19%, 5/1/14, 10/22/13 - 3/9/14; 2013: 2762, 749, 27%, 5/1/13, 10/22/12 - 3/9/13; 2012: 2658, 745, 28%, 5/1/12, 10/22/11 - 3/9/12.

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Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.