Expert guidance for your
unique financial journey.
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.
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.
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!
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.
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.
