Business Details
27 Years
experience
Your Trusted Financial Advisers in Dallas
Since 1999, Bannerman Wealth has been dedicated to providing objective, unbiased financial planning and investment management services. Our team of Certified Financial Planners combines over 25 years of collective experience with a fiduciary commitment to prioritize client interests. We specialize in creating personalized, evidence-based strategies that address complex financial decisions while maintaining simplicity and transparency. Our process begins with understanding individual goals, followed by implementing diversified portfolios grounded in Nobel Prize-winning research.We emphasize long-term relationships through regular communication and annual reviews, ensuring plans evolve with clients' changing needs. With expertise in tax optimization, risk management, and legacy planning, we serve clients nationwide through virtual consultations and in-person meetings. Our fee structure eliminates asset minimums to make professional financial guidance accessible to all who seek it.
Services
Financial Planning
Investment Management
Risk Management
Tax Planning
Estate Planning
Retirement Planning
Legacy Planning
Portfolio Management
College Funding
Wealth Transfer
Details
- Year established: 1999
Highlights and features
- We have over 25 years of combined experience in financial planning
- Our team consists of Certified Financial Planners with fiduciary responsibility
- We implement evidence-based investment strategies grounded in Nobel Prize-winning research
- We offer comprehensive financial planning without asset minimum requirements
- We provide personalized solutions with regular portfolio reviews and adjustments
Associations and certifications
- Certified Financial Planner Board of Standards
Services
Financial Planning
We develop personalized financial plans tailored to individual goals and circumstances. Our evidence-based approach combines Nobel Prize-winning research with practical implementation strategies. Clients receive comprehensive guidance covering investment management, tax optimization, and legacy planning.
Investment Management
Our investment strategies focus on long-term growth through diversified portfolios. We utilize low-cost passive investing principles while maintaining flexibility for individual needs. Regular reviews ensure alignment with evolving financial objectives and market conditions.
Risk Management
We help clients identify and mitigate financial risks through comprehensive insurance planning. Our approach coordinates with overall financial strategies to protect assets and ensure long-term security for clients and their families.
Tax Planning
Our tax-efficient strategies aim to minimize liabilities while maximizing growth potential. We integrate tax planning with overall financial strategies to enhance long-term outcomes through systematic investment approaches.
Estate Planning
We develop comprehensive estate plans to ensure wealth transfer according to client wishes. Our approach coordinates with investment and tax strategies to preserve assets for future generations while maintaining current financial security.
People
Josh Bannerman
Founder | Managing Partner
With over 25 years of financial planning experience, Josh founded Bannerman Wealth to provide objective, unbiased advice. He co-hosts the Stacking Benjamins podcast and holds the CFP certification since 1999.
Jacquelyn Girling
Director of Financial Planning
A Houston native with Texas A&M education, Jacquelyn earned her CFP certification in 2018. She specializes in complex financial planning cases and received the Selfless Service Award from Texas A&M's Financial Planning Program.
Anna Allem
Associate Financial Advisor
Anna joined Bannerman Wealth after graduating from the University of Delaware with a finance degree. She earned her CFP certification in 2023 and focuses on investment research and client collaboration.
Hannah West
Client Services Manager
Hannah specializes in client account management with a focus on financial freedom. She coordinates client services while ensuring exceptional support through all stages of the financial planning process.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning covering investment management, tax optimization, estate planning, retirement strategies, and legacy planning tailored to individual client needs.
How are your investment strategies different?
Our evidence-based approach uses Nobel Prize-winning research with diversified portfolios designed to weather market volatility while maintaining long-term growth potential.
Do you have asset minimum requirements?
No, we don't have asset minimums. Our monthly fee structure makes professional financial planning accessible to clients at various wealth levels.
How often do you review financial plans?
We conduct annual financial planning reviews with semi-annual check-ins, plus unlimited email support for ongoing adjustments as needed.
What makes CFP professionals different?
CFP professionals meet rigorous education, examination, experience, and ethics requirements, ensuring qualified, certified financial planning services that prioritize client interests.
How do you handle retirement planning?
We create personalized retirement plans considering current assets, future goals, and market conditions to ensure sustainable income throughout retirement years.
