One focus.
Empowering both your dreams of today and tomorrow.

One focus. Empowering both your dreams of today and tomorrow.

Our Services

Whether you are an individual with personal and family goals or the person charged with the financial goals of your organization, we are here to provide an array of financial and investment planning services essential to your success. Each is designed and delivered to help preserve and grow your financial future without compromising your choices and opportunities of today. The Banyan Wealth team will work hand-in-hand with you – and, if need be, your other professional advisors – to select the services that best suit your needs, then apply our asset investment insight and expertise to customize the appropriate solution to your unique situation.

Financial Planning

Whether planning to build a home by the lake or help your son or daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Regardless if you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes from knowing your assets are invested well. As your knowledgeable partner, we provide wide-ranging, comprehensive financial planning that considers success both today and in the future. Learn More >

Portfolio Management

As your trusted partner, we help you pursue your goals by constructing, managing and monitoring a broadly diversified portfolio that is fully customized to suit your needs. Through clear, constant and open communication, we help you understand what you own and why, placing your best interests above all else. Learn More >

Retirement Planning

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need. Learn More >

Risk Management

One of the most important functions we serve is helping to protect all you have worked to build. Fortunately, there are a number of ways to help. It takes the right approach, as well as steadfast discipline and diligence, to assess the risks that could derail your life goals and build a contingency plan to help limit the effects. As your experienced guide, we assess where your risk lies and determine your level of comfort with it, exploring what actions and plans to put in place to provide the level of protection you need and deserve. Learn More >