Travis Babb is a CFP® professional and an Enrolled Agent serving individuals, families, and business owners in Flagstaff, Sedona, and throughout the country. As President of Babb Financial Group, he leads a planning, investment, and tax team built on the foundation his father started in 1981. He has been part of this firm since 2004 and moved into an advisory role in 2008. He has spent his career working to understand what financial decisions actually mean to the people making them.
Nearly two decades of planning.
One consistent approach.
Travis Babb grew up around this firm. His father, Bill Babb, founded Babb Financial Group in Flagstaff in 1981, and the firm grew quickly enough in those early years that his mother joined the business not long after. Travis was part of that story from the beginning, which shaped how he thinks about what this firm is and what it is meant to be.
He began working alongside the team in 2004, earned his Economics degree from the W.P. Carey School of Business at Arizona State University in 2008, and moved into a client-facing advisory role that same year. He holds a Series 66 license and life and health insurance licenses, and is a member of Ed Slott's IRA Advisor Group. As a fiduciary investment adviser, he oversees the coordinated delivery of financial planning, investment management, and tax strategy across the full breadth of what the firm offers.
As the firm's leader, Travis focuses on the long-term direction of Babb Financial Group while continuing to work closely with clients and the planning team. Over the years, he has helped build a collaborative organization that brings together financial planning, investment management, tax strategy, and client service under one roof. His role today is centered on ensuring that the firm's values, culture, and commitment to the firm's approach continue to guide every client relationship.
His work has been published in Kiplinger and referenced in The Wall Street Journal on topics including retirement tax planning and strategies for higher earners. Outside of work, Travis spends time with his wife and two sons. The family enjoys hiking, camping, skiing, and everything northern Arizona and Sedona have to offer.
Featured in national publications.
Travis has contributed to national financial publications on retirement tax planning, wealth strategy, and tax-efficient approaches for individuals and business owners.
Built on a family legacy.
Beyond the office.
Flagstaff, Sedona and everywhere in between.
conversation?
Travis works with individuals, families, and business owners across Flagstaff, Sedona, and throughout the country. Every engagement starts the same way, an honest conversation about where you are, what you are working toward, and whether Babb Financial Group is the right fit to help.