2012 - Top 25 Financial Planners*
2013 - Cleveland Top Wealth Managers**
2014 - Cleveland Top Wealth Managers**
Solon, OH 440.287.5020 TF 800.950.4902
Naperville, IL 847.213.9296 TF 855.443.3388
Sarasota, FL 941.552.9401
Michael Babbin, CFP®, MBA has worked as a financial advisor since 1999, primarily focusing on the needs of highly educated clients whose time is better spent pursuing their passions in life. As a CERTIFIED FINANCIAL PLANNER™, Mr. Babbin designs and implements personalized financial planning strategies for corporate executives, closely held business owners, families and retirees. He works with affluent individuals and their families, focusing on comprehensive financial planning with unbiased, objective advice in order to help them clarify their goals and objectives and simplify their financial lives. He specializes in lifetime income planning, investment planning and estate planning services.
Mr. Babbin maintains Registered Principal and Registered Representative securities registrations with LPL Financial and holds life and health insurance licenses. He graduated with a degree in Chemical Engineering from Case Western Reserve University and followed it with a Master’s of Business Administration degree from Georgia State University. He spent his first 10 years after college working for manufacturing companies in a variety of capacities, ending his career as the Director of Manufacturing for an international chemical company.
Michael lives in Hudson, Ohio with his wife and three daughters. He enjoys ultra-running and participates in 5 -10 long distance events each year.
The Redwood Tree is one of the tallest (350 feet tall) trees in the world, yet it cannot thrive in the wilderness alone. Because its roots are very shallow; often only five or six feet deep, they flourish in thick groves, where the roots can intertwine and even fuse together. This provides the Redwood tremendous strength against the forces of nature, allowing them to withstand high winds and raging floods. Our clients are like the Redwood and our network of specialists are the supporting grove. We help our clients reach their fullest potential by providing them financial guidance that allows them to confidently make financial decisions to weather the constantly changing economic climate.
We exist to help a select number of successful families and businesses reach their fullest potential and achieve their most cherished financial goals. Our mission is to listen and understand each client’s unique vision and then assist them in crafting a concise, comprehensive plan that protects their present assets from the unforeseen, builds their wealth for the future, and perpetuates their success in the form of meaningful legacies.
We treat our clients with the utmost respect and operate with complete integrity at all times. Trust is the most important factor in a successful client-advisor relationship, and we will do everything possible to earn and maintain this trust. The success and longevity of our firm is predicated upon providing high quality service and advice. We are an independent financial advisory firm that offers no proprietary products, and as a result, we are free to offer solutions and strategies that are truly in our client's best interest. In short, we will always place the interests of our clients ahead of our own.
At Redwood, we believe that the dominant factor in the success of a family in reaching their goals is not which investments they own, but rather, their own behavior. Our disciplined approach is based on behavior modification- coaching our clients to do the right things, and to avoid doing the wrong things, especially when their peers are succumbing to the fears or fads of the moment. We strive to be the kind of advisors who tell our clients what they need to hear, not what they want to hear.
We begin our process by learning more about our client’s situation than any other advisor they have ever worked with. With information in hand, we then craft a comprehensive financial and estate plan that becomes the basis for the creation and management of a portfolio that is well-suited to their goals. We bring over 50 years of combined financial planning and investment management expertise to our clients through our network of specialists in a collaborative effort to create and execute cutting edge strategies.