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
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.
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.
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.
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.
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.
Reviews (7)
Raine Blechschmidt
Nov 28, 2021
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Positive: Professionalism, Responsiveness
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.
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.
Jon Schwindt
Sep 24, 2021
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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.
Julia Chou
Mar 20, 2021
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Positive: Professionalism, Responsiveness
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.
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.
Bertram K.
Mar 13, 2021
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Stoyan has been working with me on how to best leverage equity from my company. He's been great to work with through this process, taking the time to have a sufficient holistic picture of my finances and working through different scenarios that inform the approach I'm taking. He is very knowledgeable, takes time to explain his planning, and is responsive via email or video call.
Peter Kozelka
Nov 13, 2020
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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.
Simon Lepkin
Jul 21, 2020
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Positive: Responsiveness
I reached out to Stoyan on a Friday afternoon about a time-sensitive issue. He responded a mere 34 minutes later, and with a few emails and calls over the weekend, we were able to figure everything out by Monday. This is a phenomenal degree of responsiveness that I haven't seen from anyone else in the industry.
I reached out to Stoyan on a Friday afternoon about a time-sensitive issue. He responded a mere 34 minutes later, and with a few emails and calls over the weekend, we were able to figure everything out by Monday. This is a phenomenal degree of responsiveness that I haven't seen from anyone else in the industry.
Michael
Jul 14, 2020
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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.
