Bannerman Wealth Employee Directory

Financial ServicesTexas, United States2-10 Employees

Bannerman Wealth is a fee-only registered investment adviser operating within the financial services industry. Based in Lewisville, Texas, the firm serves Gen X and high-income Millennials who prefer professional guidance to manage their finances, offering a personalized financial plan rather than commission-based products. The advisory model emphasizes a structured plan and ongoing support to help clients adhere to their financial strategies, with no sales of external products involved. The company positions itself as a niche provider for clients seeking independent, unbiased planning, rather than a traditional product-driven advisory. The relatively small team focuses on delivering tailored financial planning services from its Texas location, with a pathway to engage through industry networks and partnerships noted in its public presence.

Sign up for free to view info

Company overview Email format