Babylon
Discover personalized wealth management with Focus Partners Wealth, your Babylon financial advisor. Focus Partners Wealth offers trusted local expertise. Let's plan your future.
Babylon
133 E Main St
Babylon, NY 11702
Focus Partners Wealth is your locally based investment advisor - but we’re also so much more. Our advisors provide financial planning that revolves around your personal values, goals, motivations, and priorities. We are your neighbor right here in Babylon, just a short walk from beautiful Argyle Lake Park, and we are passionate about helping you with every aspect of your financial life.
Focus Partners Wealth is a trusted registered investment advisor offering personalized wealth management and financial planning services. We help our clients take control of their financial future through innovative solutions and a strategic, comprehensive approach to financial planning. Our dedicated local team provides advice tailored to your financial goals and is backed by the extensive capabilities and resources of our nationwide network. We aim to be a cornerstone for financial stability in the neighborhoods we serve, committed to helping our clients thrive.
Let our wealth advisors find ways to create new possibilities for you. Take the first step and connect with an advisor today.
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Your Babylon Team
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Max Haspel
CEPA®
President, Business Owner Services & Senior Wealth Advisor
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Sheryl Rothman
CFA®, MBA, CFP®
Senior Wealth Advisor
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Matthew Rapoport
CFP®, MST
Senior Wealth Advisor
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Brendan Hand
Senior Wealth Advisor
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Daniel Tisser
CFA®, CFP®, CEPA®
Senior Wealth Advisor
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Nicole Ilustre
CEPA®, CFP®
Wealth Advisor
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Diana Cheung
CFP®
Associate Wealth Advisor
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Tyler Capitano
CFP®
Associate Wealth Advisor
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Maddie Brichacek
Associate Wealth Advisor
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Jeffrey Darien
Regional Vice President
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Gregory Fink
Senior Vice President
Enjoy some of our latest resources
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March 13, 2026
Multigenerational Travel: Building Your Family’s Legacy Through Shared Adventure
Learn how to plan a multigenerational trip that strengthens family bonds and supports legacy planning. Discover expert strategies for meaningful travel.
Watch the video -
March 10, 2026
Why Rebalancing Matters: Keeping Your Portfolio on Track
Rebalancing keeps a diversified portfolio aligned with its targets by trimming outperformers and adding to underperformers. Focus Partners’ Chief Investment Officer of Systematic Strategies Kevin Grogan shares how this strategy can help mitigate risk, maintain discipline, and help investors stay focused on long-term goals, rather than short-term market swings.
Watch the video -
March 03, 2026
What the Iran Conflict Means for Investors
Geopolitical tensions are rising. Here is how markets are reacting and what history says about long-term outcomes.
Read the article