Bannerman Wealth
Schedule a Conversation →
Wealth Management, Reimagined
You've been listening.
Now let's get to work.
You already know how we think about money. You've heard OG say it for years — no jargon, no conflicts, no pretending. If you're finally ready to put a real plan behind everything you've learned, this is the next step.
A Fiduciary Wealth Firm for Families
Over the past 25 years, Bannerman Wealth advisors have built lasting relationships with clients navigating life's most consequential financial moments. Through planning, investment management, and ongoing guidance, we serve as a steady hand for families facing complexity -- and a strategic partner for professionals building toward what's next.
By the Numbers
From first conversations to lasting partnerships, our results speak for themselves.
$0M+
Assets Under Advisement
Families across the country who wanted more than a template plan and a quarterly PDF.
0+
Years of Client Relationships
Started before the internet told everyone they were an expert. Still here because the work speaks.
0x
Investopedia Top 100
Recognized 2021, 2022, and 2023. We mention it once and move on.
0%
CFP Professionals on Team
Not a credential farm. Every advisor earned it. Every client benefits from it.
How It Works
Simple process. No surprises.
1
A real conversation first
Not a pitch. We talk about where you are, what's not working, and whether we're a genuine fit. If we're not, we'll tell you.
2
We get into the numbers
Full picture -- income, assets, tax situation, insurance, estate. We don't build strategy on partial information.
3
A plan you can actually follow
Clear priorities, clear actions, clear tradeoffs. Written for a human, not a compliance department.
4
We stay in it with you
Life changes. The plan changes with it. Regular check-ins, real communication, and a team that knows your name.
Bannerman Wealth
Schedule a Conversation →
Wealth Management, Reimagined
You've been listening.
Now let's get to work.
You already know how we think about money. You've heard OG say it for years — no jargon, no conflicts, no pretending. If you're finally ready to put a real plan behind everything you've learned, this is the next step.
A Fiduciary Wealth Firm for Families
Over the past 25 years, Bannerman Wealth advisors have built lasting relationships with clients navigating life's most consequential financial moments. Through planning, investment management, and ongoing guidance, we serve as a steady hand for families facing complexity -- and a strategic partner for professionals building toward what's next.
By the Numbers
From first conversations to lasting partnerships, our results speak for themselves.
$0M+
Assets Under Advisement
Families across the country who wanted more than a template plan and a quarterly PDF.
0+
Years of Client Relationships
Started before the internet told everyone they were an expert. Still here because the work speaks.
0x
Investopedia Top 100
Recognized 2021, 2022, and 2023. We mention it once and move on.
0%
CFP Professionals on Team
Not a credential farm. Every advisor earned it. Every client benefits from it.
How It Works
Simple process. No surprises.
1
A real conversation first
Not a pitch. We talk about where you are, what's not working, and whether we're a genuine fit. If we're not, we'll tell you.
2
We get into the numbers
Full picture -- income, assets, tax situation, insurance, estate. We don't build strategy on partial information.
3
A plan you can actually follow
Clear priorities, clear actions, clear tradeoffs. Written for a human, not a compliance department.
4
We stay in it with you
Life changes. The plan changes with it. Regular check-ins, real communication, and a team that knows your name.