Banyan Wealth

10/08/2026

Higher interest rates. Rising energy prices. Geopolitical uncertainty. There's no shortage of reasons for investors to feel uneasy.

But beneath the headlines, there are also signs of strength from continued consumer spending to economic growth and the ongoing AI-driven technology revolution.

The lesson? Stay disciplined, focus on the long term, and keep your wealth management plan at the center of your decisions.

https://www.raymondjamesconnect.com/awtxsr

09/30/2026

09/24/2026

We're proud to share that JR McCormick, CFP®, has been named #9 on AdvisorHub's 2026 list of 50 Next Gen Advisors to Watch. This year's recognition is a wonderful reflection of his continued dedication and commitment to our clients. Congratulations, JR, on this well-deserved recognition!

09/17/2026

I'm grateful to share that I've once again been recognized by AdvisorHub, this time as #54 on the 2026 list of 400 Advisors to Watch Under $1B.

Being included on this list for a second consecutive year is a meaningful reflection of the trust our clients place in us at Banyan Wealth. That trust is what allows us to remain focused on what matters most—helping families and business owners prepare for the future, navigate uncertainty, and make financial decisions aligned with what they value most.

Thank you to our clients and our incredible team for making this recognition possible. I'm truly grateful for your continued trust and support, and I look forward to building on this momentum together. https://www.raymondjamesconnect.com/am5qUe

2026 AdvisorHub 1,000 Advisors to Watch is based on the period from 12/31/2024 – 12/31/2025 and was released on 6/16/2026. 2,172 nominations were received, and 1,000 advisors won across five categories. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. Compensation provided for using the rating. More: https://bit.ly/4ba0rlE

07/09/2026

Stay the course, history has often rewarded disciplined investors.

For 250 years, America has overcome wars, recessions, pandemics, and countless market challenges. Through it all, investors who stayed focused on their long-term plans have often been rewarded.

While inflation, interest rates, geopolitical events, and market volatility remain top concerns, they are reminders to stay disciplined and not to abandon your strategy.

Read our latest Quarterly Insights to learn what we're watching and why a long-term perspective remains one of the most powerful investing tools.

https://www.raymondjamesconnect.com/auPkx0

06/11/2026

https://www.raymondjamesconnect.com/a_KPHo

06/01/2026

Join us in congratulating Nick on this quarter-century milestone.

05/23/2026

Please be advised that our offices will be closed on Monday, May 25, in observance of the Memorial Day holiday.

05/12/2026

Nick returned from the Raymond James National Conference where he spent last week serving his position as a board member on the RJFS Leadership Advisor Board (LAB). This board meets semi-annually in person, with Raymond James Executive Leadership to discuss many important topics concerning the firm, our clients, and the financial services industry. In addition to meeting with the firm as a board member of LAB, Nick spent hours educating himself on new technologies, client enhancements, AI, and cyber security. Things are changing but these emerging technologies are designed to help advisors do more, faster and better, giving us more time to do what matters most, helping you Live the Life you Love.