The Banta Difference

Independence drives everything we do, from our investment research and advisory style to our transparent reporting systems. As an independent investment advisory firm, we are not tied to a parent company’s set of inancial products or services. Our independence allows us to make truly objective recommendations.

We answer only to you, and every decision is based on how best to meet your financial goals. We’re held to a fiduciary standard: we must always place our clients’ interests ahead of our own.

Discover our approach to wealth management…more