Helping you live your best life

The Babitz Financial Group exists to help individuals, families and business owners live their lives by design, and to ensure that they have the financial security, freedom, and flexibility to do so. Co-Founder and Financial Advisor, Andy Babitz is a former attorney, and CERTIFIED FINANCIAL PLANNER™ professional. He leads a team of highly qualified individuals practicing integrative planning. They work with their clients to identify their definitions of financial security, and then focus on the solutions to help make those financial goals a reality.

The Babitz Financial Group

INVESTMENT MANAGEMENT IS NOT PLANNING

There are four key strategies you can implement with money – protect, grow, distribute, and transfer. Many people assume that all financial advisors do the same thing – manage money (i.e. “grow”). While this is true of many advisors in the financial services industry, our holistic planning approach is unique in that it addresses all four areas as we focus on achieving our clients’ most important goals at every life stage.

What makes us different, and what our clients really enjoy about the work we do, is our knowledge of, and commitment to, authentic financial planning. Most firms focus on product solutions or specific strategies, whereas our focus is to help our clients develop a written, customized plan that gets them to where they want to be and that helps them stay the course along the way.

ALREADY WORKING WITH AN ADVISOR?

Our clients are busy, smart, and financially responsible. Many have “checked all the boxes” along the way and there isn’t necessarily anything that’s “broken.” However, we can often find ways to complement the planning that is already being done through innovative thinking and strategic integration of strategies that other firms simply may not be familiar with. Our goal is to enhance, not replace, the financial planning that is currently in place by serving one specific role on your financial team.

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

Join Our Team

Northwestern Mutual - The Babitz District Office is always looking for great individuals to join our team. If you or anyone you know has an interest in financial planning, please reach out to us or our Director of Selection, Kristen Docter.

Join Our Team

Boost your financial knowledge.