Michael A. Babcock| CFP®, CPA
The Wealth Conservatory
- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Elder Care Issues
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
Springfield, MO 65806
Bedford, NH 03110
Lebanon, NH 03766
Livermore, CA 94550
Pleasanton, CA 94566
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Before becoming a financial planner, Michael Babcock worked as an accountant for almost six years. It was during this time that he saw first-hand how seemingly “small” financial decisions can have an enormous impact on whether someone reaches their long-term financial goals. He came to realize that people don’t deliberately sabotage their goals with poor financial choices; they simply lack the right information, tools, and guidance to make better decisions.
Seeing a tremendous need for unbiased financial guidance, Michael earned the prestigious Certified Financial Planner® practitioner designation and began delivering such advice in his own Fee-Only financial planning firm. He enjoys providing advice that focuses on the “big picture,” makes a real difference in peoples’ lives, and gives direction and meaning to their day-to-day financial choices.
Michael has been a resident of Springfield, Missouri since childhood. He lives in a restored 1913 bungalow home in the city’s historic district with his wife, Gayle, and daughter, Linnea.
Experience: Senior Advisor at The Wealth Conservatory, May 2009 – Present; Founder of and Personal Financial Advisor at Financial Planning Advocates, December 2003 – April 2009; Senior Accountant at Elliott, Robinson & Company, LLP – January 1998 – September 2003
Education: Certified Financial Planner™ practitioner 2004; Certified Public Accountant, 2000; Bachelor of Science, Accounting, 1998, Missouri State University
Memberships and Affiliations: National Association of Personal Financial Advisors; the Garrett Planning Network (GPN); Financial Planning Association; American Institute of Certified Public Accountants; Missouri Society of Certified Public Accountants; Greene County Estate Planning Council
Outside the Office: Michael acts on his passion for preserving local architectural landmarks by serving as a member of the Downtown Springfield Association and as a member of the City of Springfield Landmarks Board.
The Art and Science of Finance
Whether one is managing finances (including but not limited to investments) at home or for an entity, there is a reasonable expectation that applicable principles and methodologies will be followed. These include acting within the law and adhering to regulations; controlling risks and expenses; performing due diligence over the purchase of financial and insurance products; avoiding conflicts of interest; monitoring progress and performance; and reporting to others. How many of us have the knowledge, skills, resources, and experience to meet this expectation?
The Wealth Conservatory educates and consults individuals and entities on excellence in stewarding finances for themselves, their families, trusts, foundations and charitable organizations. It is a weighty responsibility to be taken seriously, ethically, and competently. We are here to help.