A complete list of active advisors currently associated with Babylon Wealth Management LLC

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

Babylon Wealth Management is a single‑advisor independent registered investment adviser that provides discretionary portfolio management, financial planning, and pension consulting to individuals, high‑net‑worth clients, 401(k) plans, and charitable foundations. The firm manages roughly $35.8 million across about 45 client relationships and documents client objectives and risk tolerances in individualized Investment Policy Statements. Investment decisions are based on fundamental analysis and modern portfolio theory and are implemented through a long‑term trading discipline, with portfolios constructed from mutual funds, ETFs, equities, fixed income, real‑estate funds, commodities, TIPS, and non‑U.S. securities. The adviser manages client assets in‑house rather than selecting third‑party managers and generally exercises discretionary trading authority consistent with each client’s IPS. Compared with many solo independent firms, Babylon WM’s ongoing pension consulting and standalone plan design services for employee benefit plans (including 401(k) plans) are relatively uncommon among peers. The firm also uses a defined, digital planning delivery process (access to a secure client portal) and discloses recent changes to its service lineup, including the removal of OCIO services.

To learn more about the advisors currently working at Babylon Wealth Management LLC, 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
Stoyan Panayotov	Walnut Creek, CA	10

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