A complete list of active advisors currently associated with Babin Wealth Management

Warmer can help you find a great advisor at Babin Wealth Management or one who fits your needs even better.

Babin Wealth Management is a fee-only independent adviser that provides investment management and ongoing financial planning to individuals and businesses. Founded in June 2024 and led by a sole principal who serves as the firm’s CEO and Chief Compliance Officer and holds the CFP® designation, the firm manages roughly $28 million for about 105 clients. The firm’s investment process emphasizes asset allocation and Modern Portfolio Theory, combining passive and active strategies with fundamental analysis and mutual fund/ETF scrutiny to tailor portfolios to clients’ goals and risk tolerance. Accounts are typically managed on a discretionary basis and financial planning engagements produce written comprehensive plans with ongoing monitoring and client collaboration. Noteworthy aspects highlighted in the brochure include the firm’s use of client testimonials in advertising, a practice that is uncommon among independent advisers, and an explicit trading policy of implementing client orders individually rather than aggregating block trades. The principal’s prior experience at established broker/dealers and asset-management firms, plus prior business ownership, and the firm’s stated policy not to sell insurance products are additional distinguishing details.

To learn more about the advisors currently working at Babin Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Sean Babin	Scottsdale, AZ	10

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