Red Bank, NJ   •   Toms River, NJ   •   Saddle Brook, NJ         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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2 weeks ago

The S&P 500's 50-day overbought streak since 1943 raises flags. While AI innovation and low unemployment offer promise, soaring oil prices and sticky inflation remain concerns. Read more in Nick's second insight of 2024. #banyanwealth #raymondjamesredbank www.raymondjamesconnect.com/a0tlDd ... See MoreSee Less

3 weeks ago
The S&P 500s 50-day overbought streak since 1943 raises flags. While AI innovation and low unemployment offer promise, soaring oil prices and sticky inflation remain concerns. Read more in Nicks second insight of 2024. #banyanwealth #raymondjamesredbank https://www.raymondjamesconnect.com/a0tlDd

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3 weeks ago

As the first quarter of 2024 is ticking away, let’s pause and reflect on the importance of staying ahead in our financial journey. I’m approaching 2024 with caution, prepared for the bumpy roads and potential opportunities ahead. Dive into our Q1 insights to ensure your financial strategy is as resilient and adaptable as you. Take a look: ... See MoreSee Less

2 months ago