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The Banks Group

The Banks Group is committed to treating each of our clients as unique individuals with life goals, objectives and financial styles all their own. What sets our practice apart from the rest is our dedication to knowing and understanding our clients well beyond their investment needs. It’s about aligning your finances with your life goals.

Our boutique-style practice allows us to be selective in choosing clients who value our comprehensive approach to wealth management. At The Banks Group, financial planning is the cornerstone of our practice; it’s where we begin to understand your specific needs and goals which then enables us to personalize your investment strategies to meet those goals.

Our clients and their families entrust to our care assets of over $400,000,000 dollars and utilize the group’s knowledge on a wide array of financial and investment matters, including retirement income planning, education funding, estate planning, gifting strategies, and insured solutions. Having extensive experience in and knowledge of the bond markets, our team also assists various non-profit organizations invest more than $ 250,000,000 in U.S. Treasury, Agency, and Municipal Bonds.  

With more than 30 years of experience, David Banks has built his practice around the belief that knowing his clients and their families allows him to better serve their distinctly personal financial needs no matter what their stage of life. David’s depth of knowledge and experience combined with our firm’s capabilities and resources, empowers The Banks Group to provide the highest quality of advice, financial services and solutions to every client who entrusts their financial future to us.  

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