Red Bank, NJ   •   Toms River, NJ   •   Suffern, NY         Client Access

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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Don't Miss Out - Register Today!Join Nick Sergio, Accredited Investment Fiduciary®, Registered Principal & Financial Advisor at Raymond James Financial Services, for a live webinar tomorrow, Tuesday, August 9th at 4:15 pm as he shares his third quarter market perspective and insights. #LivetheLifeYouLove #WealthManagement #Investing #WealthBuilding www.raymondjamesconnect.com/avgpj4 ... See MoreSee Less

6 days ago
Dont Miss Out - Register Today!
Join Nick Sergio, Accredited Investment Fiduciary®, Registered Principal & Financial Advisor at Raymond James Financial Services, for a live webinar tomorrow, Tuesday, August 9th at 4:15 pm as he shares his third quarter market perspective and insights.  
#LivetheLifeYouLove  #WealthManagement  #Investing  #WealthBuilding https://www.raymondjamesconnect.com/avgpj4

Register Today!Join Nick Sergio, Accredited Investment Fiduciary®, Registered Principal & Financial Advisor at Raymond James Financial Services, for a live webinar on Tuesday, August 9th at 4:15pm as he shares his third quarter market perspective and insights.#LivetheLifeYouLove #WealthManagement #Investing #WealthBuilding www.raymondjamesconnect.com/axpFuK ... See MoreSee Less

2 weeks ago
Register Today!
Join Nick Sergio, Accredited Investment Fiduciary®, Registered Principal & Financial Advisor at Raymond James Financial Services, for a live webinar on Tuesday, August 9th at 4:15pm as he shares his third quarter market perspective and insights.
#LivetheLifeYouLove #WealthManagement #Investing #WealthBuilding https://www.raymondjamesconnect.com/axpFuK

We invite you to read Nick's Third Quarter Insights. With not much positive to say about the first half of the year, Nick shares his observations. www.raymondjamesconnect.com/azBNax ... See MoreSee Less

1 month ago
We invite you to read Nicks Third Quarter Insights. With not much positive to say about the first half of the year, Nick shares his observations. https://www.raymondjamesconnect.com/azBNax

Timeline photos ... See MoreSee Less

1 month ago

Timeline photos ... See MoreSee Less

3 months ago