Learn our 10-step process to design and monitor sensible investment plans for our clients. We believe in building a comprehensive financial plan to help achieve your short and long-term financial goals. We focus on the personal financial planning subject areas as defined by the Certified Financial Planner Board of Standards.
Do you know the best way to transfer your life's savings to the next generation or to the causes you care about? We have the process, technology, and skills to work with nearly anyone who wants the guidance of a friend and counselor in their corner. You've already achieved a level of professional and financial success and you're focused on long-term goal attainment, not short-term market fluctuations.
Do you know the best way to transfer your life's savings to the next generation or to the causes you care about? We have the process, technology, and skills to work with nearly anyone who wants the guidance of a friend and counselor in their corner. You've already achieved a level of professional and financial success and you're focused on long-term goal attainment, not short-term market fluctuations.
Services
We are focused on creating customized investment plans and comprehensive wealth management services. We believe that investment plans serve your financial plan and are that financial planning is the backbone of the core services we provide for our clients. We've been building financial and retirement plans for our clients since 1999.
Hopefully, this sounds intuitive to you. We believe the market zigs and zags at a moment's notice, for no apparent reason, and no one, not even financial advisors, can predict in advance what will happen. Unless your goals have changed - we build your portfolio to fund your long-term financial goals - then there is probably no reason to change your portfolio due to the normal market ups and downs.
We want you to achieve your lifetime financial goals - to have Confidence in your Wealth. After you tell us your goals, dreams, and hopes, we work with you to complete a comprehensive financial plan - not one that is 300 pages in a binder you'll never read - but a financial plan you can understand and implement.
Most people think that all financial planners are "certified, " but this isn't true. Anyone can call himself or herself a "financial planner." Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP certification marks. When selecting a financial planner, you need to feel confident that the person you choose to help you plan for your future is competent and ethical.
I am the Managing Partner of Bannerman Wealth, a registered investment advisor, and specialize in comprehensive fee-based financial planning. While I maintain offices in Novi, Michigan and Plano, Texas, we serve clients virtually throughout the United States. I started Bannerman Wealth in 2009 after a decade at Ameriprise Financial and realizing that clients deserved objective, non-biased advice.
Reviews
Be the first to review Bannerman Wealth.
Write a Review
