Who We Are
In 2001, Banyan Wealth was founded on a vision of a more personal and intimate financial planning and wealth management experience. One that wasn’t clouded in overly complex terms and investment ambiguities, but with a simple and clear commitment to empowering our clients with the experience, tools and knowledge to live the life they love. Delivered without compromise and precisely aligned with their financial vision of tomorrow.
Today, this commitment remains constant despite these ever-evolving and uncertain times. The Banyan Wealth team understands that planning for your future can be complex and stressful. After all, your plan represents your financial legacy and a journey representing your dreams, ambitions and a vision of a better tomorrow. It’s more important than ever that you have a trusted partner that strives to do everything possible to remove the stress of managing your wealth and provides an unwavering steadfast confidence that your financial future is always within reach.
To us, it’s much more than a promise. It’s a passion.
Our Mission
To empower our clients with the expertise, care and confidence to live the life they love both today and tomorrow.
Our Corporate Values

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It was great to see so many of you at our Realty One team presentation. Banyan Wealth thanks you for joining us for our discussion on Investing for Retirement and Wealth Creation.Special thanks to Christine Elardi from Realty One, for facilitating this information session. ... See MoreSee Less
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My pleasure Nick & JR. Great presentation!
Congrats Christine!
As the holiday season nears, we want you to be able to focus on your family and trust that we are keeping an eye on your finances. Here is a quick video on what we see in the financial markets for the final quarter of 2023. #banyanwealth #raymondjamesredbank #marketupdate #financialplanning #retirementplanning #wealthmanagement #investments #financialadvisor #retirement #financialgoals #financialeducation #investing #health #wealth ... See MoreSee Less
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