Babylon Wealth Management

Step 1 - Introduction - You will tell us about your needs and financial goals. We will introduce you to our wealth management services and offer solutions to help you achieve your milestones and objectives.

Step 2 - Data Gathering - We will collect essential information and data to establish a complete picture of your financial situation.

Step 3 - Analysis - We will review and analyze your financials and investments in light of specific circumstances.

Step 4 - Planning - We will prepare a financial plan with a list of recommendations on how to achieve your financial goals.

Step 5 - Investing - We will craft an investment and asset allocation strategy tailored to your plan and specific financial needs and goals. 

Step 6 - Monitoring - We will provide ongoing monitoring of your investments and finances to ensure your progress in achieving your milestones and priorities.

Step 7 - Update - We will conduct regular one on one meetings where we will update your financial plan as your financial situation evolves and life circumstances change.

1.Master of Business Administration in Finance

2. Bachelor in Accounting. 

3. CFA designation.

4. 18+ years of financial industry experience of which 12 years on Wall Street.

Comprehensive Financial Plan starts at $2,500 per plan.

Wealth Management Service starts at 1% of Assets Under Management. 

Tech Professionals

Business Owners

Physicians

Professionals preparing for retirement

Make sure to look for a fiduciary and fee-only financial advisor, who will work in your best interest.