This Is My Story

My name is Josh Bannerman and I’m an Independent Certified Financial Planner™

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.

If you’re interested in my full bio, you can find it all here.

Here’s the short version:

I started Bannerman Wealth in 2009 after a decade at Ameriprise Financial and realizing that clients deserved objective, non-biased advice.  The kind of advice that can’t be provided at a “big-box” financial services firm.

I believe in simplicity and practicing what I preach.

I’m a Gen Xer and think that family time is as important if not more so than work.  I’m in love with my wonderful wife, Lissa our two boys, Alex and William, and our newest addition, daughter Caroline.

Look around, explore the site, and when you’re ready, let me know and we can explore whether you’d like to learn more about our family at Bannerman Wealth.

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