The purpose of this information is to educate you about the benefits of working with an independent Registered Investment Advisor (RIA) as well as the services Banker Investment Group offers:

10 Things to Know When Hiring an RIA

If you're someone with a sizeable sum of money to invest, finding an advisor to help with that is easy. Finding one who is legally bound to act in your best interest can be easy, too - if you make sure you work with a registered investment advisor, or RIA.


A Different Kind of Relationship

Independent registered investment advisors provide a variety of services to their clients. This is a series of 3 hypothetical scenarios that demonstrate how independent registered investment advisors might work with investors to provide tailored solutions to their complex financial needs.


Are you Satisfied with Your Current Custodian

After answering these questions, we can determine whether or not your current custodian is the best for you.


Banker Investment Group Brochure

Take a look at our brochure.


Five Key Benefits of Independent RIAs

The right investment advisor does what's right for you...


How Do I Choose The Right Financial Advisor

Important questions to ask before you hire an investment advisor.


Is It Time for a Different Kind of Financial Advisor

Three independent advisors explain why you may want to consider a registered investment advisor (RIA).


Maximizing Social Security Benefits

Information regarding different Social Security benefits and how to get the most out of it.


RIA Stands for You

Information regarding the ins and outs of RIAs.

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