Build Your Foundation
As you start your career, you want to make sure you’re doing everything right. While your income is substantial, you’re still working on building up significant savings or investments.
The only problem? Even though you’re ready to start moving forward, most financial planners want you to have $1M or more in hand, ready to invest. But how do you get to that point?
At Bannerman Wealth, we’ll help you build a successful financial foundation.
Everyone deserves solid financial advice. We’ll help you make a plan to build your savings, pay off student loans, buy a home, create an estate plan, and more.
Feel confident in your future with our team-based approach to financial planning and investment management.
Optimize Your Resources
Now that you’ve established a solid financial foundation—including significant savings—you want to make sure you get and stay on track.
Up to this point, you’ve taken care of your financial planning yourself, but you know that as your choices get more significant, you need to have the right guidance to feel confident in your future.
At Bannerman Wealth, we’ll help you optimize your resources.
We give you the expert guidance you need to feel confident that you’re taking the right actions to make the most of your money.
Our comprehensive team approach will help you make sense of your assets and options and give you clear advice so you can live life to its absolute fullest
Think Bigger
You’ve worked hard to achieve success. Even though you’ve already achieved financial independence on the books, you have your sights set even higher.
You’re not interested in sitting back and kicking up your heels. While you want to enjoy all life has to offer, you’re also ready to make extended plans for the future—to establish a lasting legacy.
At Bannerman Wealth, we’ll help you think bigger.
An advisor can help you imagine what’s really possible…and to achieve it. We’ll help you deal with complex tax and estate planning issues, clean up the “mess” of success, and encourage you to go out and live a little, too.
Our team is here to help you make the most out of your success.
Get Started
No matter where you are on your financial journey, we’re here to help.
Our ideal clients have:
The ability to save toward their goals monthly
Are looking for a ‘total solution’
Are willing to delay gratification
Are prudent investors
Want to work with a professional team
Have a long-term perspective
Have realistic expectations
Are relationship oriented
Your First $500k™ Program
$1,500 up front- Comprehensive financial planning
- Tax smart investing
- Annual financial planning reviews
- Semi-annual check-ins
- Unlimited email support
- A team approach with CFP® professionals
- Low-cost passive investing plans
- Tech tools
- Digital client portal
- Coordination with and referrals to outside professionals
- With you throughout your whole journey
Over $500,000
$2,500 to $10,000 up front based on case complexity- Comprehensive financial planning
- Tax smart investing
- Annual financial planning reviews
- Semi-annual check-ins
- Unlimited email support
- A team approach with CFP® professionals
- Low-cost passive investing plans
- Tech tools
- Digital client portal
- Coordination with and referrals to outside professionals
- With you throughout your whole journey
*Unlike some firms, we don’t have asset minimums for our firm—we believe everyone that wants help should be able to afford it. This monthly fee allows us to provide financial planning and investment management services to anyone who wants it.
Unique situation? Let’s talk.
You deserve more than a “one size fits all” approach.
Get Started
No matter where you are on your financial journey, we’re here to help.
Our ideal clients have:
The ability to save toward their goals monthly
Are looking for a ‘total solution’
Are willing to delay gratification
Are prudent investors
Want to work with a professional team
Have a long-term perspective
Have realistic expectations
Are relationship oriented
Your First 500k™
Working on Your First 500k™? We’ll help you build your first plan.
$500 per month plus inflation
Over $500,000
$2,500 to $10,000 up front based on case complexity
$2,500 annually + 0.90% on managed assets
Comprehensive financial planning
Tax smart investing
Annual financial planning reviews
Semi-annual check-ins
Unlimited email support
A team approach with CFP® professionals
Low-cost passive investing plans
Tech tools
Digital client portal
Coordination with and referrals to outside professionals
With you throughout your whole journey
*Unlike some firms, we don’t have asset minimums for our firm—we believe everyone that wants help should be able to afford it. This monthly fee allows us to provide financial planning and investment management services to anyone who wants it.
Unique situation? Let’s talk.
You deserve more than a “one size fits all” approach.