Banyan Financial Group, LLC is a wealth management firm based in Fort Lauderdale, Florida. The firm focuses on providing comprehensive financial planning and investment management for a select group of individuals, families, and business owners. Their stated mission is to build long-term relationships with clients by acting as their personal Chief Financial Officer (CFO), offering services that cover retirement planning, estate planning, risk management, and investment strategy. They operate as an independent firm, with their advisors registered through Kestra Investment Services, LLC and Kestra Advisory Services, LLC.

Founded in

United States