Planning First.
Coordination
Always.
Elevate Today. Plan for Tomorrow.™
Complex financial lives deserve a coordinated approach. That's why we bring financial planning, investment management, and tax strategy together under one roof because we believe better coordination leads to better decisions. We provide fiduciary investment advisory services to individuals, families, and business owners in Flagstaff, Sedona, and throughout the country.
*Provided by Nexa Insights in November of 2024, this score was determined based on the feedback from 111 current clients of Babb Financial Group through a questionnaire distributed by Nexa Insights from which Babb Financial Group compensated Nexa Insights. The survey was sent to a select group of 199 households which resulted in 108 individual promoters and 3 passive individuals. The Net Promoter Score (NPS) is a widely used metric for measuring customer loyalty and satisfaction.
Investment advisory services are offered through Babb Wealth Advisors, LLC, an SEC-registered investment adviser. Insurance products are offered through Babb Financial Group, LLC; the firm and its representatives may receive commissions on insurance products sold. Tax preparation services are provided by Babb Tax Advisors, LLC, a separate but affiliated company. Babb Wealth Advisors, LLC may only transact advisory business in states where it is registered, notice-filed, or otherwise exempt. See our full disclosures and Form CRS.
Coordinated guidance, not fragmented advice.
As independent financial planners, fiduciary investment advisers, and tax professionals, we serve individuals, families, and small business owners across northern Arizona and throughout the country. Our emphasis on tax planning and preparation recognizes that thoughtful tax decisions often inform better retirement planning, investment strategy, and long-term financial outcomes. We deliver an integrated approach that aligns financial and tax considerations under one roof.
About Our FirmComprehensive Financial Services
From your first financial plan to the legacy you leave behind, our team provides coordinated guidance across every dimension of your financial life.
Our clients tell us, and tell others, what working with Babb Financial Group is like.
In November 2024, Nexa Insights surveyed a select group of 199 current client households on our behalf. Of the 111 individuals who responded, 108 scored as promoters. The result was a Net Promoter Score of 97 out of 100.
- Survey Question: Customers are asked a single key question: "How likely are you to recommend your financial planner's services to a family member or friend?" Responses are given on a scale of 0 to 10, where: 0 = Not at all likely · 10 = Extremely likely
- Segmenting Respondents: Based on their scores, respondents are categorized into three groups:
- Promoters (9–10): Loyal enthusiasts who are highly likely to recommend and contribute to growth.
- Passives (7–8): Satisfied but unenthusiastic customers who are vulnerable to competitors.
- Detractors (0–6): Unhappy customers who can damage your brand through negative word-of-mouth.
- NPS Calculation: NPS is calculated by subtracting the percentage of Detractors from the percentage of Promoters: NPS = %Promoters − %Detractors. The result is expressed as a number ranging from −100 (all Detractors) to +100 (all Promoters).
*Provided by Nexa Insights in November of 2024, this score was determined based on the feedback from 111 current clients of Babb Financial Group through a questionnaire distributed by Nexa Insights from which Babb Financial Group compensated Nexa Insights. The survey was sent to a select group of 199 households which resulted in 108 individual promoters and 3 passive individuals. The Net Promoter Score (NPS) is a widely used metric for measuring customer loyalty and satisfaction. It reflects how likely customers are to recommend a company, product, or service to others. The score provides insight into customer sentiment and helps businesses identify areas for improvement.
Long-standing relationships. Real stories.
"I am a third generation Babb client, that should say enough just right there! I will never use another company for my financial advising needs! The Babb Group is so understanding, knowledgeable and patient. If you want a financial advisor group that will be on YOUR side, look no further!"
"When I think of Babb financial group, I think of folks that feel like trusted family members working along side me. They are compassionate and provide clear and wise guidance for my investments and support my future goals. They are truly the best in the field."
"Have been a client for over 30 years. Everyone there is top notch. Always helpful and make me feel like a valued family member. Proactively watch out for my financial health, offering sound advice and strategies for me, my husband and our children."
"We have been pleased with Babb Financial Group for many years. In this age of huge financial management franchises, we like using a Flagstaff business that has been servicing our community for a very long time. We have always felt that they listen and understand things that change as our family grows, and guided us to our options, without pressure. Babb Financial Group remains a legacy of what Bill started in the 1980's and will no doubt continue well into the future."
These testimonials were solicited from a select group of 199 current household clients of Babb Financial Group. No compensation or incentives were offered or provided in exchange for these testimonials. The experiences described may not be representative of all client experiences and are not a guarantee of future performance or success.
Bringing clarity and coordination to complex financial lives.
At Babb Financial Group, we guide individuals, couples, and small business owners who value a relationship-driven team focused on clarity, care, and long-term support. Through a coordinated planning and tax approach, we help simplify complex decisions and keep you moving forward.
Your Personalized Financial Journey
The Guided Ascent Plan™ (GAP) is a client-centered approach that helps you navigate the complexities of financial planning. Backed by a strong foundation of resources, your journey is mapped with clear, actionable steps designed to help bring your financial goals into focus.
During your first visit, we'll have an initial conversation to understand your financial story, goals, and values. This meeting lays the groundwork for a relationship rooted in purpose and clarity, aligning our approach with your vision. It's also a chance to learn more about who we are and the families we serve. We are committed to transparency and open communication, so we encourage you to ask questions about our process and approach.
The GAP Analysis evaluates where you stand today, bringing clarity, organization, and structure to your finances. By taking inventory of your current financial landscape, including your goals, assets, income, and planning needs, we gain a clear understanding of your starting point. This clarity allows us to identify any gaps in your financial strategy and so the second visit of the Guided Ascent Plan™ can be focused on addressing those gaps with precision.
This third visit marks the beginning of your financial journey with us. We're equipping you with a tailored financial strategy and committing to walk alongside you every step of the way. Like outfitters preparing for an expedition, we work to prepare you for the path ahead, and we'll guide and support you as your journey unfolds.
Educational Insights
Practical financial guidance aligned with the Guided Ascent Process™, helping individuals, families, and business owners across northern Arizona and throughout the country identify planning opportunities and work toward their long-term financial objectives.
Ready to bring clarity
to your financial life?
All it takes is a conversation. No obligation, just an honest discussion about where you are, where you want to go, and whether we're the right fit to help you get there.
Flagstaff, AZ 86001
Moving to 1117 W. Route 66 — Fall 2026
Sedona, AZ 86336