Why Raymond James
We’re backed by one of the best in the business.
At Banyan Wealth, we understand the importance of partnering with a financial institution that shares our commitment to providing exceptional service and robust financial solutions. We are proud to be aligned with Raymond James, known for:
Stability
With 145 consecutive quarters of profitability*, Raymond James demonstrates a time-tested, consistent and disciplined corporate strategy underscored by its diversified business operations. This financial strength, coupled with a commitment to capital strength and revenue diversification, helps ensure that Raymond James remains a reliable and quality choice for our clients’ financial needs.
*As of 3/31/2024
Balance
As an advisory practice aligned with Raymond James, Banyan Wealth enjoys the independence of running our branch according to our own vision while having access to the extensive resources of a well-established New York Stock Exchange-member broker/dealer. We provide personalized services that are in the best interests of our clients, with extensive access to powerful financial strategies.
Integrity
Raymond James’ history of prudent financial management reflects our dedication to your financial independence and success. While we value the support and resources that come with this relationship, Banyan Wealth remains independently focused on our clients’ unique goals and aspirations. We leverage the strengths of Raymond James to enhance our offerings, ensuring that you receive the best of both worlds – personalized attention and top-notch financial services
Client Centricity
Raymond James believes that putting clients’ needs first is the best way to ensure their success and, in turn, the long-term success of its advisors and the company. It’s called the Service 1st philosophy. Banyan Wealth’s WHY Wealth Building Process™ embodies the same sentiment of prioritizing your wealth, health and family.
Let’s build your future together.
Between Raymond James’ proud name and Banyan Wealth’s personalized approach, your financial aspirations are within reach.