Babin Wealth Management in Scottsdale

Achieving Your Financial Goals With Confidence Clarity Passion

Our wealth management services include Financial Planning, Investment Management, Financial Coaching, Comprehensive Wealth Management, and a financial plan you can build your future on.

13 Years

Of Experience

150+

Happy Clients

CFP®, CFA®

Certifications

Fiduciary

Legal Duty

Welcome to

Babin Wealth

Whether you’re just starting to build your wealth or planning for a well-deserved retirement, we’re here to support you every step of the way.

Our mission is to empower you to enjoy life to the fullest with your finances. It all begins with a straightforward question: What do you desire?

By gaining a deep understanding of who you are and what you want out of life, we can create a personalized plan tailored specifically to your goals and aspirations.

Is This You?

See how we can support you on your financial journey.
At Babin Wealth Management, we know that every client’s financial journey is unique. Whether you’re just starting to build your wealth or planning for a comfortable retirement, we’re here to provide personalized guidance tailored to your needs. Discover the profiles below to see if you identify with any of our valued clients. If you see yourself in these descriptions, Babin Wealth is ready to help you achieve your financial goals with customized strategies and expert advice.

Personality & Lifestyle

Financial Snapshot

Phase of Life

Personality & Lifestyle

Financial Snapshot

Phase of Life

Building A Foundation

Personality & Lifestyle

Financial Snapshot

Phase of Life

Securing Your Future

Personality & Lifestyle

Financial Snapshot

Phase of Life

Our Services

Financial Planning


In a world where the pursuit of wealth often feels overwhelming, our job is to help you discover your true purpose for money and assign meaningful value to it. We encounter many individuals who save without a clear understanding of their goals leaving them uncertain about whether they are saving enough or what they are ultimately saving for.

After getting to know you, our first step is creating you a customized financial plan, which will be your roadmap to achieving your financial aspiration.

Your Roadmap will navigate the following areas:

Investment Management


The goal of investing your hard-earned money is to harness market returns for long-term growth. Compounding is a remarkable force that enables your wealth to grow while you focus on what you do best. With so much confusing information and varying opinions in today’s investing landscape, it’s easy to make mistakes. At Babin Wealth, we rely on academic investing principles, including Nobel Prize-winning research by Eugene Fama, to guide our clients’ portfolios and help us navigate turbulent markets.

Financial Coaching


Are you confident in managing your own investments but want the partnership of a Certified Financial PlannerTM to help navigate all the other aspects of your finances? Or maybe you have all your retirement savings in your 401(k) and want a tailored financial plan for your family needs? Our Financial Coaching model is designed with you in mind. You’ll pay a one-time fee for your personalized financial plan, followed by a simple monthly fee for ongoing advice and regular check-ins. Explore our Services tab for more details!

Comprehensive Wealth Management


Comprehensive wealth management is a lifelong financial adventure that takes you on a journey to secure your financial future! It’s all about crafting a dynamic and engaging plan that encompasses every aspect of your financial life. With a robust financial plan in place, allow our professional portfolio management team to take charge of your investable assets and provide you with a tailored investment solution designed to meet your unique return requirements. Explore our Services tab for more details!

Financial Planning


In a world where the pursuit of wealth often feels overwhelming, our job is to help you discover your true purpose for money and assign meaningful value to it. We encounter many individuals who save without a clear understanding of their goals leaving them uncertain about whether they are saving enough or what they are ultimately saving for.

After getting to know you, our first step is creating you a customized financial plan, which will be your roadmap to achieving your financial aspiration.

Your Roadmap will navigate the following areas:

Investment Management


The goal of investing your hard-earned money is to harness market returns for long-term growth. Compounding is a remarkable force that enables your wealth to grow while you focus on what you do best. With so much confusing information and varying opinions in today’s investing landscape, it’s easy to make mistakes. At Babin Wealth, we rely on academic investing principles, including Nobel Prize-winning research by Eugene Fama, to guide our clients’ portfolios and help us navigate turbulent markets.

Financial Coaching


Are you confident in managing your own investments but want the partnership of a Certified Financial PlannerTM to help navigate all the other aspects of your finances? Or maybe you have all your retirement savings in your 401(k) and want a tailored financial plan for your family needs? Our Financial Coaching model is designed with you in mind. You’ll pay a one-time fee for your personalized financial plan, followed by a simple monthly fee for ongoing advice and regular check-ins. Explore our Services tab for more details!

Comprehensive Wealth Management


Comprehensive wealth management is a lifelong financial adventure that takes you on a journey to secure your financial future! It’s all about crafting a dynamic and engaging plan that encompasses every aspect of your financial life. With a robust financial plan in place, allow our professional portfolio management team to take charge of your investable assets and provide you with a tailored investment solution designed to meet your unique return requirements. Explore our Services tab for more details!

Popular Questions People Are Asking

Answer

Currently we do not have an account minimum to work with us. We believe that our two service models allow us to work with people from all walks of life. That said, there are different price points depending on what service you choose and how much money you have under our management. Please don’t hesitate to contact us to see what our pricing might look like for you!

Answer

As an independent registered investment advisor, we’re free from the constraints of specific products or strategies, allowing us to recommend what truly aligns with your unique situation. Our fiduciary status means we are legally obligated to prioritize your best interests (and we would do so regardless). Although we are headquartered in Scottsdale, Arizona, we primarily serve clients remotely across the United States.

We’ll kick off our partnership with multiple meetings and hold at least two review sessions each year to ensure your financial plan remains on track.

Answer

This depends on the service model that you choose. With the Financial Coaching plan, you will pay a one-time charge for your financial plan and then a simple monthly fee for ongoing advice and regular check-ins. For Comprehensive Wealth Management, we charge a transparent fee that’s a percentage of the value of the investments we manage for you. This fee is debited directly from your managed account(s) monthly. We don’t get paid through any type of commission, kickback, or other undisclosed revenue sources. There’s no additional charge for the tax and estate planning advice we provide.

Answer

Yes! Your CPA is excellent for accounting for what happened last year. Often, they don’t work on limiting your tax liability in the future.

At Babin Wealth, we help you look at the big picture and offer strategies to optimize your spending and saving for tax efficiencies. You (or your CPA) will still be responsible for filing your return.