The Process is Simple
Craft a Plan
We’ll get to know you and your goals and pave a path toward embracing more than you thought possible.
Working closely with you, we’ll implement your plan and stay in regular communication.
Live Your Best Life
With financial worries off your plate, you can focus on extra time, flexibility, and relationships.
You deserve to feel confident in your future. We’ll help you make a plan so you can meet today (and every day after) head on. Get started today!
Meet Our Team
What’s in a Name?
Learn what a CFP® professional is, and why you need one on your side.
Did you know that anyone can call themselves a financial planner?
The CFP® designation helps you make sure you’re working with someone who is qualified, certified, and trustworthy. Applying a holistic, personalized approach, CFP® professionals work to coordinate all of the parts of your finances into a cohesive whole while always putting your best interests first.
To become credentialed, CFP® professionals must meet 4 requirements:
At Bannerman Wealth, we’re proud that all of our financial planners have earned the Certified Financial Planner® Certification.
Words To Live By
We believe in simplicity and practicing what we preach.
The market cannot be controlled or predicted. We believe the market zigs and zags at a moment’s notice, for no apparent reason, and no one, not even financial advisors, can predict in advance what will happen. That’s why we build your portfolio to fund your long-term financial goals—so it can weather normal market ups and downs.
Stock market advances are permanent—its declines are temporary. It is natural to fear loss, but there’s a profound distinction between volatility and loss. Sometimes, our best advice is to NOT give into fear. That decision may one day be the most important one you made.
There’s no such thing as ‘no risk.’ Retirement portfolios designed around “fixed” and “guaranteed” products are akin to death by a thousand paper cuts. A long-term retirement portfolio needs to have its income rise to combat rising cost of living and preserve purchasing power.
A portfolio is not the same as a plan. You, your family, and your business need a well-thought out plan, one that’s written down, made as specific as possible, and funded by systematic monthly investments no matter the market conditions. A portfolio can be an important part of that plan, but is not enough in and of itself.
Optimism is the only realism. We know it can be tough to have confidence in your financial decisions. That’s why we’re here to support you along every step of the way. We’ll help you make sure your portfolio is well-diversified, your plans are smart, and your loved ones are protected. We’re here for the long term, and it’s going to be great.