Broker Check
Robert Banas

Robert Banas

Wealth Advisor

Robert F. Banas has been a presence in the financial services industry since 2006, initially carving his path as a Commercial & SBA Loan broker. With an unwavering dedication to assisting entrepreneurs in realizing their dreams, Robert forged meaningful connections with clients looking to establish or expand their small businesses.

Transitioning seamlessly from the lending industry to investment advisory, Robert remained steadfast in his commitment to understanding the trials and triumphs of small business owners and their families, and what they must endure to achieve their vision of the American Dream. After working with esteemed Wall Street Firms for over a decade, and guiding clients through an unprecedented economic shutdown due to the pandemic, Robert decided it was time to get back to basics and focus on the individual needs and goals of his clients and their families.

Without the constraints of large corporate structures, he is able and proud to embrace a more personal approach to each client’s unique circumstances, while offering those services at a greater value. By removing the one-size-fits-all mentality, he seeks to empower his clients to realize their financial aspirations with confidence and clarity.