A complete list of active advisors currently associated with Bannerman Wealth

Warmer can help you find a great advisor at Bannerman Wealth or one who fits your needs even better.

Bannerman Wealth Management Group provides discretionary investment management, comprehensive financial planning, and pension consulting to individuals, high‑net‑worth clients, trusts, estates, business entities, charitable organizations, and retirement plans. Its financial planning service set is integrated into ongoing advisory relationships and covers items such as retirement projections, cash‑flow and debt management, business planning, college savings, tax considerations, insurance review, and estate planning. The firm follows modern portfolio theory and the efficient market hypothesis and generally implements a passive, buy‑and‑hold approach using model portfolios built around Dimensional Fund Advisors (DFA) funds as the core allocations. Bannerman manages all discretionary assets reported (approximately $176.6 million), documents client objectives in individualized investment policy statements, and monitors accounts on an ongoing basis with formal reviews at least annually. The brochure discloses an affiliation with a related licensed insurance agency through which firm personnel may receive commissions for insurance sales and notes the related business is limited to fewer than five hours per month for the principal owner; clients are not required to use that agency. The firm also discloses a co‑ownership interest in a podcast company and a co‑hosting role on a public financial podcast (reported at about 10–15 hours per month), indicates use of Charles Schwab as the required qualified custodian with access to Schwab‑provided services, and publicly advertises third‑party ratings—combinations of features that are less common among similarly sized supported advisers.

To learn more about the advisors currently working at Bannerman Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.