Michael Babcock

CFP®, CPA

The Wealth Conservatory

Financial Advisor

Michael Babcock

CFP®, CPA

The Wealth Conservatory

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Michael Babcock, CFP®, CPA

Fee-Only Planner with offices in New Hampshire, Missouri, and California

Michael Babcock is a Pleasanton, CA fee-only financial planner. The Wealth Conservatory provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Michael Babcock is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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.

Michael Babcock is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

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.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

Contact Michael Babcock

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Office Locations:

  • 6701 Koll Center Parkway
    Suite 250
    Pleasanton, CA 94566
  • 2300 First Street
    #336K
    Livermore, CA 94550
  • 29 School Street
    Lebanon, NH 03766
  • 264 South River Road
    Bedford, NH 03110
  • 400 East Walnut Street
    Suite 128
    Springfield, MO 65806

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