Home of the WHY
Wealth Building Process™

We’re here to help you prioritize wealth, health and your family, so you can enjoy life knowing your finances are well-managed and your future is well-planned.

WHY Wealth Building Process™

We developed the WHY Wealth Building Process™ to get to the heart of what matters most to you. It’s how we create a truly personalized plan and earn your trust to actively manage your portfolio.

Wealth

Health

Your Family

Who We Serve

At Banyan Wealth, we specialize in empowering individuals at various life
and career stages to achieve financial strength, independence, and clarity
through life’s many transitions.

The Banyan Story

The Banyan Tree represents knowledge, wisdom, enlightenment, strength, “fulfillment of wishes,” family, good health and wealth – all represented across Banyan Wealth’s core values and cultural attributes. Each portion of the tree represents Banyan Wealth’s corporate values of Education, Compassion & Humility, Vision, Discipline and Persistence.

Holistic Wealth Management

Comprehensive
Financial Planning

Retirement Planning

Risk Management

Investment &
Portfolio Management

Selling a Business

College Planning

Meet our Team
of Professionals

Meet the Banyan Wealth team, seasoned Financial Advisors each bringing over 20 years of experience, our team has collectively navigated nine bear markets, two recessions, and a financial meltdown, emerging stronger and more knowledgeable to guide you through any market condition.

Our Approach

Your goals are unique to you. Your financial plan should be, too.

The 4 Disciplines of Investing for
Retirement and Wealth Creation

“Investing is a marathon and not a sprint.”

“Do no harm.”

“Knowledge creates success; stay calm, objective and long-term oriented.”

“Choose carefully what you read and to whom you listen.”

Find us

Red Bank Office

11 Wharf Ave.
C-2
Red Bank, NJ 07701

732.747.8540

Toms River Office

74 Brick Blvd,
Bldg 2, Suite 103
Brick, NJ 08723

732.914.3951

Saddle Brook Office

250 Pehle Ave.
Suite 200
Saddle Brook, NJ 07663

732.747.8540