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Babylon Wealth Management
100 Pine Street, San Francisco, California, United States
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About the Babylon Wealth Management
Babylon Wealth Management is a finance institution located at 100 Pine Street in San Francisco, California, United States. Specializing in serving busy professionals and families in the San Francisco Bay Area and nationally, we offer personalized, objective, and fiduciary financial advice to help you make smart financial decisions. Our focus is on strategic planning, wealth preservation, and tax efficiency to help you grow and protect your wealth. As a fee-only financial advisor, we are committed to providing you with trustworthy investment advice aligned with your long-term goals and lifestyle. Whether you need help with retirement planning, investment management, tax optimization, estate planning, or risk management, our experienced team is here to guide you every step of the way. Visit us at our San Francisco Bay Area locations and let us help you achieve your financial goals and personal milestones with expert advice and personalized financial planning.
Photos of Babylon Wealth Management
100 Pine St #1250, San Francisco, CA 94111, United States
Opening hours of Babylon Wealth Management
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Babylon Wealth Management
"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."
"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!"
"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."
"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."
"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."
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