Babb Wealth Advisors, LLC (hereinafter “BWA”) is an SEC registered investment adviser. BWA may only transact business in those jurisdictions in which it is registered or qualifies for an exemption or exclusion from registration requirements. BWA’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of BWA’s website on the Internet should not be construed by any consumer and/or prospective client as BWA’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by BWA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of BWA. A copy of BWA’s current written disclosure statement discussing BWA’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from directly from BWA upon request at no additional cost. Please contact us at clientservice@babbgroup.com to request a copy. A copy of our Client Relationship Summary (Form CRS) is available here. Form CRS describes the types of client relationships and services we offer, the fees and costs associated with those services, our conflicts of interest, our legal and disciplinary history, and how to obtain additional information about BWA.
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. Insurance products and services are offered and sold through Babb Financial Group, LLC and individually licensed and appointed insurance. Tax preparation services are provided by Babb Tax Advisors, LLC, a separate but affiliated entity. The opinions expressed herein are those of the firm and are subject to change without notice. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions, and may not necessarily come to pass. Any opinions, projections, or forward-looking statements expressed herein are solely those of the author, may differ from the views or opinions expressed by other areas of the firm, and are only for general informational purposes as of the date indicated.
This website may contain links to third-party websites, including media publications and research sources. These links are provided for informational purposes only. Babb Wealth Advisors, LLC does not endorse, control, or guarantee the accuracy of any content on third-party sites and is not responsible for any information, products, or services found there. Links to third-party content do not constitute an endorsement by BWA.
CFP® is a certification mark owned by Certified Financial Planner Board of Standards, Inc. (CFP Board). The CFP® certification is granted only to individuals who meet CFP Board’s rigorous education, examination, experience, and ethics requirements.
Babb Financial Group SMS Terms & Conditions
- Program Description: Subscribers can expect to receive customer care, public service announcement, marketing and account notification messages from Babb Financial Group.
- Frequency: Message frequency will vary depending on scheduled appointments.
- Cost: As always, message and data rates may apply for any messages exchanged with this number. If you have any questions about your text or data plan, contact your phone provider.
- Interruption: Carriers are not liable for delayed or undelivered messages.
- Opt-out: You can cancel SMS service at any time. Just reply STOP. Once you reply STOP to us, we will send a message to confirm that you have been unsubscribed. After this, you will no longer receive SMS messages from us. If you want to join again, just sign up as you did the first time and we will start sending SMS messages to you again.
- Help: If you are experiencing issues with the messaging program you can reply with the word HELP for more assistance, or you can get help directly at clientservice@babbgroup.com.
- Privacy: Please reference our SMS Privacy Policy below.
- Text message opt-in data and consent are not shared with unaffiliated third parties or subsidiaries.