Glenmoore, PA Office

Bannerman Wealth serves individual and high-net-worth clients as well as trusts, estates, business entities, charitable organizations, and retirement plans. The firm offers discretionary investment management, comprehensive financial planning (covering retirement, cash flow, estate, tax and insurance planning), and pension consulting services.

The firm’s investment approach is largely passive and grounded in Modern Portfolio Theory, the Efficient Market Hypothesis, and a buy-and-hold philosophy; it typically implements diversified model portfolios built around Dimensional Fund Advisors funds and uses asset-allocation-driven model recommendations. Financial planning is delivered as an ongoing, monitored relationship with annual reviews, client access to a planning portal, and custodial reporting via its recommended custodian.

Distinctive features disclosed in the brochure include an affiliated licensed insurance agency that offers life, disability, and long-term care products (with some firm personnel licensed to receive commissions and the affiliation and related conflicts disclosed), and the principal’s non-investment media business involvement as a co-owner and co-host of a finance podcast. The brochure also highlights the firm’s regulatory identifiers (SEC and CRD numbers) and directs readers to the SEC’s adviserinfo site for third‑party regulatory information, reflecting a more public-facing disclosure and media presence than is typical for many peers.