Babylon Wealth Management is a fee-only financial advisor serving busy professionals and families in San Francisco Bay Area and nationally. We provide you with personalized, objective, and fiduciary financial advice to enable you to make smart and well-informed financial decisions so you can reach your goals and pursue your dreams.
We understand how important it is for you is to excel in your career, spend more time with your family, and achieve your key financial milestones. Grow and preserve your wealth with an in-depth focus on strategic planning, wealth preservation, and lower taxes. Invest in high-growth, innovative, and socially responsible companies with visionary management.
We understand how important it is for you is to excel in your career, spend more time with your family, and achieve your key financial milestones. Grow and preserve your wealth with an in-depth focus on strategic planning, wealth preservation, and lower taxes. Invest in high-growth, innovative, and socially responsible companies with visionary management.
Services
Who We Are
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My name is Stoyan Panayotov. I am a fiduciary financial advisor and the founder of Babylon Wealth Management. Our firm provides bespoke wealth management and personalized financial planning to busy families in the Bay Area. Many of our clients are tech workers, physicians, business owners, professionals preparing for retirement and young families looking to build financial independence.
Wealth Management
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Babylon Wealth Management is a fee-only financial advisor, providing bespoke wealth management solutions for our clients in the Bay Area and nationally. We believe that every client is unique and tailor our approach to your specific needs and objectives. We utilize our BESPOKE ALPHA strategy to provide you with personalized investment experience.
Financial Planning
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Babylon Wealth Management is a fee-only financial planner, providing personalized financial planning for our clients in the San Francisco Bay Area and nationally. We believe that every client is unique and we tailor our approach to your specific needs and objectives.
Comprehensive financial planning is a process that captures crucial elements of your personal and financial life, aligns them with your specific needs and goals, and provides recommendations and a roadmap on how to achieve these goals.A robust financial plan will give you an objective and independent view of your personal and financial situation.
Comprehensive financial planning is a process that captures crucial elements of your personal and financial life, aligns them with your specific needs and goals, and provides recommendations and a roadmap on how to achieve these goals.A robust financial plan will give you an objective and independent view of your personal and financial situation.
Stock Options Planning
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Babylon Wealth Management provides comprehensive financial and tax planning for your stock options. Our firm is a fiduciary financial advisor for tech professionals in the San Francisco Bay Area and nationally. We are committed to bringing simplicity to your complex world of equity ownership, employee stock options, restricted stock units, deferred comp, and employee stock purchase plans.
Young Families
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Babylon Wealth Management is financial advisor for young professionals and young families. Being a husband and a dad of a young boy, I can relate to your concerns. As someone in my early 40s, I have personally gone through many of the same dilemmas that many young families are going through. I am happy to share my experience and guide you through the complex mix of personal, financial and investment questions.
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