Still Thinking About Your Financial Plan? Let’s Make It Happen
Hey there! I'm Josh (or OG from Stacking Benjamins) -
We’re holding 10–15 fall spots for Gen X and high-income Millennials who are ready to get serious. You asked. Now it’s your turn.
Let's get started with a free 45-minute chat to see if we're a good fit and if now is the right time.
Providing Confidence in Your Wealth
We get it—you’re busy, crushing your career, and juggling a hundred decisions.
But that doesn’t mean your money should be left on autopilot.
You only get one shot at this decade.
At Bannerman Wealth, we’ve helped hundreds of high-income professionals build financial independence, reduce taxes, and finally feel in control.
You don’t need to figure it all out. You just need a guide who already knows the way.
Peace of Mind.
After our initial call, you'll feel excited about the future and confident in your goals .
Fiduciary.
We always do what's in your best interest - your success is our only goal.
No Cost.
You'll chat with one of our CFP® professionals - and if you don't decide to hire us, there's no cost to you.
1,800+
Podcast Episodes
50M+
Downloads since 2012
150+
Financial plans created in last 12 months
$165M
In client assets managed
Our Services
Comprehensive help from Certified Financial Planner™ professionals
Customized Investment Planning
Retirement Planning Roadmaps
Risk Management Analysis
Estate Planning Support
Tax Planning
Debt Paydown Strategies
Stop Procrastinating.
Fall Planning Season Is Almost Full
We only take on 10–15 new families each fall, and you’re on the short list.
Don’t wait for 2026.
Let’s talk.