Babylon Wealth Management - San Francisco, California

Babylon Wealth Management is a highly esteemed financial planning and investment firm located at 100 Pine St #1250, San Francisco, CA 94111, United States. Their telephone number is 4158513061, and their website can be accessed at babylonwealth.com.

The company specializes in a range of financial services, from financial planning to investment consultation, making them a one-stop solution for managing your finances. Some notable features of Babylon Wealth Management include online appointments, on-site services, wheelchair-accessible facilities, and a strong commitment to being LGBTQ+ friendly. It is highly recommended to book an appointment with them for the best experience.

With an impressive 5/5 average rating based on 9 reviews on Google My Business, Babylon Wealth Management has earned a reputation for delivering top-notch financial services. One of their clients shared their experience, stating that Stoyan provided them with thoughtful advice on converting a traditional IRA to Roth and continued to offer valuable guidance throughout their financial planning journey. This demonstrates the company's dedication to personalized and comprehensive financial management.

In addition to their expertise in financial planning, Babylon Wealth Management excels in managing investment portfolios and exploring new opportunities, such as opening donor-advised funds. Their commitment to being a valued partner for their clients is evident in their thorough research and tailored advice, providing peace of mind as clients prepare for their financial future.

👍 Reviews of Babylon Wealth Management

Karen W.

5/5

I first contacted Stoyan to get advice on the timing of converting a traditional IRA to Roth. His answer was so thoughtful that I realized I'd benefit from his guidance in all aspects of my financial planning. In addition to doing a great job managing my portfolio, he researches and advises on ideas I come up with on my own—the latest being opening a donor-advised fund. I view him as a valued partner as I prepare for retirement in three years, and it give me peace of mind knowing I have a top-notch professional taking care of my financial health.

Hugo L. S.

5/5

From the get go, Stoyan has taken the time and effort to explain in detail the various ways to approach and manage my investments. He's provided countless helpful tools, from quarterly performance reports, to highly useful financial planning software, helping me understand how my current savings trends would affect my retirement goals. He's always been very responsive, and we've often gone back and forth a dozen or so times in the span of a few days discussing how best to modify our current strategy, or adapt to new circumstances. Overall, he's made investing for my future something I look forward to, instead of stress about, and I would recommend him to anyone looking for a quality wealth manager.

Michael

5/5

I have been working with Stoyan for a few years to manage my investment portfolio. He is well versed in investment strategy, portfolio management and allocation/diversification, tax planning, and has a strong pulse on the market, especially in this turbulent investing environment in a post COVID world. He has been available at a moment's notice, and is creative in his approach to diversify my investments, and ensuring my long term financial goals are met. I feel safe knowing that Stoyan is planning for my future and would strongly recommend his work.

Jon S.

5/5

Stoyan has been very helpful in making liquidity decisions for employer company equity and related tax planning. He has a nuanced and helpful approach, is thorough, and communicates well. My experience was entirely through phone and email and did not leave me feeling underserved without an in-office experience. I would recommend Stoyan for consulting or wealth management services and plan to work with him again myself.

Peter K.

5/5

Stoyan at Babylon Wealth Management was very thorough and professional during our discussions. We met several times, including the SF office and by phone. I requested a financial plan since i'm planning to retire in 5 years. He was extremely helpful and attentive to my personal goals. I'm a federal employee who has several prior 401k packages; he was able to stitch them all together to show a comprehensive assessment of my assets. He shared a draft financial plan and then we talked again before preparing the final plan (61 pp). Highly recommended.

Othman O.

5/5

Stoyan is fabulous--he is an excellent communicator, has a sophisticated understanding of the market, and is just a great person. I am so happy to be working with him and have no regrets. He is amazing and I would recommend him in a heart beat!

Raine B.

5/5

I contacted Stoyan to help navigate my stock options and it's been a great experience so far. Having a somewhat unique background as an expat and working through various roles in tech, he was able to answer questions and provide a lot of clarity. In addition, he is also very responsive and plugged into the tech-industry.

Julia C.

5/5

I worked with Stoyan because I needed some help navigating my taxes and general financial health due to an unanticipated liquidation event and he has been nothing but friendly, professional, responsive, and thorough. I would highly recommend working with him to get a comprehensive overview of your financial planning situation.