Sedona Financial Advisors
Rooted in Northern Arizona Since 1981
From our office in the Hozho Building on State Route 179 in Sedona, Babb Financial Group serves individuals, families, and business owners throughout Sedona, the Village of Oak Creek, and the Verde Valley, and works with clients nationwide by phone or virtual visits. The firm was founded in Flagstaff, Arizona in 1981 and provides coordinated financial planning, investment management, and tax strategy.
*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.
A relationship built on
planning, not transactions.
Founded in Flagstaff in 1981, Babb Financial Group has spent more than four decades building ongoing relationships with individuals, families, and business owners across Sedona, the Verde Valley, northern Arizona, and throughout the country. From our Sedona office in the Hozho Building on State Route 179, we bring the same team-based, planning-first approach that has defined the firm for 45 years. We are an independent firm, free to build planning and investment strategies around our clients' needs rather than the products of a particular institution.
Our goal is to help individuals, families, and business owners work through complex decisions around retirement planning, investment management, tax strategy, and estate coordination with experienced, coordinated support. Whether you are down the road in Sedona or on the other side of the country, we work with you the same way: by phone, through virtual visits, or in person when you stop by.
Book a ConversationOur Core Values
Meet Your Team
What the Letters & Numbers Mean
Each designation on our team represents rigorous education, examination, and ongoing continuing education requirements. Here is what each one means.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, CFP® (with plaque design), and CFP® (with flame design) in the United States, which it authorizes use by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Meet the Founder
Bill Babb founded Babb Financial Group in Flagstaff in 1981 after following his high school sweetheart to Arizona. What began as a vision to create a firm with a positive and lasting impact on the community has grown into a multi-generational practice built on the values Bill lived by: hard work, perseverance, and a real sense of responsibility to the people he served.
Before founding the firm, Bill served as a sergeant in the United States Army and earned degrees from Northern Arizona University. His story, shaped by resilience, family, and a deep sense of responsibility, is the foundation everything here is built on.
Read Bill's StoryReady to meet
your team?
Every relationship starts with a conversation. Meet with us at our Sedona office in the Hozho Building, or connect by phone or virtual visit from anywhere in the country. No obligation, just an opportunity to discuss where you are today, where you want to go, and whether our team may be the right fit for your goals and circumstances.