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Banker Investment Group is an independent investment advisory firm located in West Lafayette, Indiana. The firm primarily focuses on tax-efficient investment management and retirement planning for high net worth individuals. In addition to these services, the firm offers income analysis, wealth management, and foundation asset management services.
Bill Banker, Registered Investment Advisor
President
Bill Banker, President of Banker Investment Group, has over 20 years of experience in the financial services industry. Upon graduation from Purdue University in 1985, he began his career with a major brokerage firm. After 13 years with this company, Bill grew frustrated with commission-based advising. At a time when the investment industry was just beginning to move away from commission-based advising, Bill chose to open the fee-based Banker Investment Group.

Bill continues to be pleased with his decision to become a fee-based advisor because he feels this is the most ethical form of advising available.

Over the years, Bill has built a sound practice and formed relationships with some of the leading discount brokerage firms. Bill has maintained close ties to his alma mater as well. Through his affiliation with the university’s retirement plan custodian, he is able to serve many Purdue University employees as clients.

Bill maintains a long-term outlook on investing. This outlook has helped him guide clients through difficult periods of recession in the late 1980s and early 2000s, and will surely help him achieve success in the future.

Bill currently resides in West Lafayette with his wife, Lisa, and four children. He enjoys spending time with his family, golfing, and supporting Purdue University programs.

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