13 Years
Of Experience
150+
Happy Clients
CFP®, CFA®
Certifications
Fiduciary
Legal Duty
Trusted By Employees Of:
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.
Personality & Lifestyle
- Ambitious and career-focused
- Balancing work and leisure
- Enjoying life's milestones
Financial Snapshot
- Homeowner
- Owns two cars
- Managing some debt (e.g., student loans, mortgage)
Phase of Life
- Early to mid-career
- Starting or expanding a family
- Investing in your first home
- Planning for children's education and future
Personality & Lifestyle
- Experienced professionals
- Focusing on stability and future planning
- Enjoying established careers and family life
Financial Snapshot
- Bulk of wealth in retirement savings accounts
- Strategizing investments and wealth preservation
- Maxing out retirement savings
- Looking for tax efficient ways to save
Phase of Life
- Mid to late career
- Preparing for or entering retirement
- Kids are off the payroll
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:
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Review
- Cash Flow Planning
Investment Management
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
Popular Questions People Are Asking
Do I have enough money to become a client?
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!
What can I expect if we work together?
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.
How do you get paid?
Answer
Do you offer proactive tax planning?
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.
