Live Life Your Way

Find security and success with expert financial planning.

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Feel confident in your financial future

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Achieve your goals

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Focus on your passions

Don’t let DIY mistakes cost you.

Starting to second-guess your financial decisions? Eventually, DIY just won’t cut it anymore. Our years of experience will give you the disciplined financial planning and investment management you need to help you think even bigger.

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Families We Serve

CFPs on the Team

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Virtual*

(*but we’ll still meet in person if you’d like)

Gain Freedom

Whether you’re looking for freedom from financial worry or freedom to enjoy life now and in the future, we’re here to listen to your needs and craft a plan to meet your goals.

Investopedia Top 100 Financial Advisor 2021
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Think Big

Have an idea of what success means for you? Let’s 10x it! You’ll be amazed at what the right plan can help you achieve.

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Find Balance

Live life now or save for the future? We’ll help you find the right balance so you can do both.
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Get It Right

We get that the pressure is on—you’ve got to get this right. Luckily, we’ve done this before. We’ve got your back.

Take Financial Planning Off Your Plate

You’ve got more to do than worry about creating the best financial plan or figuring out your retirement or your children’s college. Our professional team has got you covered. 

Craft a Plan

Craft a Plan

We’ll get to know you and your goals and pave a path toward embracing more than you thought possible.
Follow Through

Follow Through

Working closely with you, we’ll implement your plan and stay in regular communication.
Live Your Best Life

Live Your Best Life

With financial worries off your plate, you can focus on extra time, flexibility, and relationships.

Fast Company
Fast Company
Fast Company
Fast Company
Fast Company
Fast Company
Fast Company

Most financially successful people reach a point when money management is too much for them to handle alone. At Bannerman Wealth, we listen to your needs and craft an expert strategy to meet your goals so you can enjoy more security and success than you thought possible.

You Deserve to Think Bigger

At Bannerman Wealth, we know that you want to feel confident in your financial future while still living your life to the fullest.

The problem is, you’re trapped in your success bubble. You know what success looks like for you now, but what could it become?

Early retirement?

Changing careers?

Building a legacy for your children?

Time off to travel?

With the right strategy and expert management, you can blow past your goals and enjoy more security and success than you ever thought possible.

Using our years of experience and a listening ear, we’ll help you break free from uncertainty so you can gain the freedom to live the life you really want—now and in the future.

Solid Advice On The Go

Looking for some free advice? Check out our founder’s podcast: The Stacking Benjamins Show.

Join in for a fun, relaxed vibe with a can-do attitude.

Don’t know where to start? Download our curated playlist— “The Best Advice You’ll Ever Get from a Basement”

Sign Up to Download the Playlist

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