Crafted Financial Planning

Banning Wealth Management, operating as Crafted Financial Planning, provides personalized investment management and financial planning services to individuals, families, and business owners. The firm specializes in working with high-earning professionals, including technology workers, healthcare professionals, and entrepreneurs who navigate complex financial situations like equity compensation, business ownership, or multiple income streams. Banning Wealth Management builds portfolios using Modern Portfolio Theory, focusing on asset allocation and managing risk through diversified mutual funds, exchange-traded funds, and individual securities. For certain accounts, the firm utilizes a turnkey investment platform provided by SEI Private Trust Company for model portfolios and research, while Banning Wealth Management maintains full discretion and client relationships. The firm operates as a fee-only practice, meaning compensation comes solely from client fees rather than commissions on products.