Financial Advisors
Scottsdale, AZ
Babin Wealth Management is a fee-only financial planning firm in Scottsdale led by CFP® and CFA® certified advisor Sean Babin. They provide comprehensive wealth management, financial planning, investment management, and financial coaching for mid-career professionals, couples, and high earners building long-term wealth. With 14+ years of experience and a fiduciary legal duty to clients, they offer personalized financial roadmaps covering retirement planning, tax strategy, estate planning, investment management, and ongoing portfolio monitoring—designed for professionals who want straightforward guidance without financial jargon.
Ideal for: Mid-career professionals, high earners with equity compensation, couples balancing family and career goals, professionals seeking proactive tax planning
Service area: Scottsdale and greater Phoenix metropolitan area
CFP® & CFA® Certified with Fiduciary Duty: Sean Babin holds both CFP® and CFA® certifications and operates under a fiduciary legal duty, meaning he is legally required to act in clients' best interests.
Fee-Only Model with No Commissions: Transparent fee-only pricing structure eliminates conflicts of interest and ensures recommendations are solely based on what's best for the client, not product commissions.
Comprehensive Planning Across Life Areas: Goes beyond investments to cover retirement planning, tax optimization, estate planning, insurance review, and cash flow management in a coordinated financial strategy.
Address: 15051 N Kierland Blvd Floor 3 Suite 2B, Scottsdale, AZ 85254
Phone: (480) 805-8106
Website: babinwealth.com
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