
The Babrick Team
Awards and Industry Recognition








Forbes
Barron's
Welcome
At The Babrick Team, we help an accomplished clientele simplify their financial lives and navigate a more direct pathway to their ambitions. Clients throughout the United States engage our assistance:
- Company founders and entrepreneurs look to us before, during, and after a liquidity event. We serve as a calm and steady presence, coordinating time-sensitive initiatives and effective collaboration.
- Business leaders and successful executives look to us for restricted stock strategies, the management of stock-based compensation, portfolio design, and investment counsel. We also provide defined contribution plan consulting for executives and associates.
- Multigenerational families look to us as a family office that understands their needs, addressing the intersection of their lives and wealth so they can focus on their personal and professional priorities.
- Endowments and foundations look to us for institutional investment consulting, designing an Investment Policy Statement that aligns with their objectives and risk tolerance, supports their mission fulfillment, and expands their organizational capacity.
A committed mindset
Our team has worked together for many years. We are a collegial group of high-performers, united in a common goal: to help our clients thrive. We have focused our efforts on the high-net-worth segment for our entire careers, so we know what is effective, observing best practices and connecting clients to a refined level of strategy and advice. Our service delivery is disciplined and consistent, predicated on a desire to excel. Here are a few of the ways we differentiate our approach:
- Communication: we visit and speak with clients regularly, staying apprised of any changes in their lives. We believe that strong relationships are built on frequent interaction.
- Perspective: we consider a client's full balance sheet before we prescribe any action. That knowledge is essential to designing an efficient, tax-sensitive approach to their wealth.
- Balance: we strive to provide clients with the information they need to make well-informed, prudent financial decisions. By sharing the insights we have gained, we work consultatively with clients, framing our advice to their specific circumstances.
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- Breadth: we look to make every aspect of clients' financial lives easier and less stressful. That process can entail coordinating with their external tax and legal providers, introducing them to a robust suite of capabilities at the firm, or widening their personal or professional network.
A single point of contact with expansive reach
The clients we serve tend to have complex financial needs and concurrent priorities. We serve as a single, integrated resource that is wholly focused on advancing their interests, steadily and methodically. Our team members offer the analytical rigor and deft leadership that sophisticated strategies can require. We complement that skill set with a genuine desire to amplify each client's success. We offer the services and offerings that you would expect from a preeminent wealth management team, with a concentration in areas that matter deeply to the clients we serve:
- Pre- and post-liquidity event strategies
- Debt financing
- Access to private deal flow
- Tax-sensitive investing and planning
- Wealth transfer and family governance
- Philanthropic strategies
- Restricted stock / equity-based compensation
- Defined contribution plan consulting
- Institutional asset management
Meet Our Team
Insights

Why cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
Building tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Where will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Debunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read Now
When disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Building up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now
5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now
Planning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read Now
Why cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
Building tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Where will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Debunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read Now
When disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Building up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now
5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now
Planning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read Now