Babin Wealth Management in Scottsdale
Turn Your Hard Work Into a Clear Wealth Plan
You’ve put in the effort to build your career. Now it’s time to move from simply saving money to strategically building wealth for the life you want..
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13 Years
Of Experience
150+
Happy Clients
CFP®, CFA®
Certifications
Fiduciary
Legal Duty
Trusted by Employees Of:
Your Life Comes First
It all begins with a straightforward question:
What do you want your money to do for your life?
At Babin Wealth Management, we know it’s not just about numbers—it’s about the life behind them. As a CERTIFIED FINANCIAL PLANNER™ and family man, Sean understands the balancing act you’re facing: building your career, raising a family, and wondering if your income is actually moving you towards lasting wealth. Our advice is grounded, jargon-free, and built around what matters most to you.
What Our Clients Say
How We Work Together
Explore Meeting:
A relaxed, no-pressure first conversation designed to get to know you and your goals. We’ll talk about what matters most to you financially, answer your questions, and give you a feel for how we work. It’s simply a chance to see if we’re the right fit to help you build the future you want.
Discovery & Planning:
We take a deep dive into your full financial picture:income, savings, investments, taxes, and future goals. From there, we design a personalized roadmap that shows how your hard work today can translate into long-term financial security.
Implementation & Review:
We take a deep dive into your full financial picture:income, savings, investments, taxes, and future goals. From there, we design a personalized roadmap that shows how your hard work today can translate into long-term financial security.
Focused on You, Not Just Your Numbers
Babin Wealth Management is designed for people in a season of growth — professionals with big goals who want to do more than make money , they want to build wealth.
We’re the right fit if you’re:
Mid-career professionals
who want to make sure their money is building wealth that lasts.
Couples with kids
balancing career growth, saving for education, and planning for retirement.
Career builders
who value straightforward guidance without confusion financial or investment jargon.
Professionals with equity compensation
navigating stock options, RSUs, and other incentives who want clear guidance to make the most of their benefits.
If you’re a high earner and ready to get intentional about your future — this is where you start.
Our Services
Clear guidance for every part of your financial life
Comprehensive Wealth Management
Comprehensive wealth management brings every part of your financial life together—so your money can work as hard as you do.
We start with a clear, personalized financial plan that aligns with your goals, then pair it with professional portfolio management built around your unique needs and comfort with risk. Our team actively monitors and adjusts your investments as life evolves, so your plan stays on track for the future you’re building.
It’s full-scale planning and portfolio management—working in sync to move your life forward.
Financial Coaching
If you prefer to handle your own investments but want a trusted partner to help make sense of everything else, our Financial Coaching model is designed for you.
Whether your savings are mostly in a 401(k) or you simply want a clear plan tailored to your family’s goals, we’ll help bring your entire financial picture into focus. You’ll start with a one-time fee for your personalized financial plan, followed by a simple monthly fee for ongoing advice, support, and regular check-ins as life evolves.
It’s expert planning—delivered through an ongoing partnership you can count on.
Investment Management
The goal of investing your hard-earned money is simple: to harness market returns for long-term growth. Compounding is a remarkable force—it allows your wealth to grow in the background while you focus on what you do best.
With so much noise and conflicting advice in today’s investing world, it’s easy to make mistakes. That’s why we rely on academic investing principles—including Nobel Prize-winning research by Eugene Fama—to guide our clients’ portfolios and help navigate turbulent markets.
We design and manage portfolios around your goals, risk comfort, and timeline—not generic models. You stay in control of your accounts while we handle the strategy, monitoring, and adjustments.
It’s disciplined investing—grounded in research, built around your life.
Financial Planning
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Review
- Cash Flow Planning
It’s the blueprint for where you are today and the future you want.
Questions You Might Be Asking
Do I need a minimum amount to work with you?
What services do you offer?
Do you help with proactive tax planning?
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 full 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.