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.

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1 month ago

From geopolitical tensions and rising oil prices to interest rates and inverted yield curves, don't miss Nick Sergio's 2022 Second Quarter Insights as he shares all his thoughts on current market volatility. www.raymondjamesconnect.com/a4h3mp ... See MoreSee Less

3 months ago
From geopolitical tensions and rising oil prices to interest rates and inverted yield curves, dont miss Nick Sergios 2022 Second Quarter Insights as he shares all his thoughts on current market volatility. https://www.raymondjamesconnect.com/a4h3mp

Banyan Wealth is excited to announce we were recently recognized on The Leaders Globe Magazine's list of "50 Super Brands of 2021." We invite you to read the article and learn how our brand story continues to drive our client-centric culture. www.raymondjamesconnect.com/ahg3wT ... See MoreSee Less

4 months ago
Banyan Wealth is excited to announce we were recently recognized on The Leaders Globe Magazines list of 50 Super Brands of 2021. We invite you to read the article and learn how our brand story continues to drive our client-centric culture. https://www.raymondjamesconnect.com/ahg3wT

Timeline photos ... See MoreSee Less

4 months ago