Stoyan Panayotov, CFA, MBA is a fee-only financial advisor in Walnut Creek, CA, serving clients in the San Francisco Bay Area and nationally. Babylon Wealth Management specializes in financial planning, retirement planning, and investment management for growing families and successful business owners.
We are a boutique wealth management firm in the San Francisco Bay Area, passionate about helping busy families achieve their personal and financial goals.
Our concierge level investment oversight is pivoted to your unique needs, objectives and risk tolerance.
We are committed to providing you with unbiased and fiduciary investment advice.
Our tailored advice has an in-depth focus on long-term growth, wealth preservation, and tax efficiency.
Meet us at any of our locations in the San Francisco Bay Area
According to Vanguard research, a professional investment advisor can add up to 3% of additional returns to their client portfolio.
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