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The highest compliment we can receive is the referral of your clients, friends, family, and business associates.

For our professional and healthcare colleagues, and other community members. 

Are you a clinical provider, attorney, CFP®, accountant, trustee, fiduciary, estate director, real estate broker/agent, or other professional aware of a client situation outside your area of expertise?

Feel free to edit the following content as you see fit to help connect us with those who might benefit from our services.

I wanted to make you aware of a resource that might be useful given your current situation. 

 

Banister Advisors offers a unique service to help families like yours to get through overwhelming circumstances, in the best manner possible.  They provide a compassionate approach and are highly effective given their backgrounds in medical social work, strategy consulting, law, conflict resolution, and behavioral health support.  People often call them when they aren’t sure where else to turn.

 

Banister’s expertise is in supporting clients who may benefit from guidance outside the direct expertise of their current professional team.  Broadly speaking, they help individuals and families facing physical and mental health issues/crises (all ages, pediatric to geriatric), family decision-making conflicts, complex eldercare, end-of-life planning, bereavement, after loss, and  the non-legal tasks for estate settlement.  I trust their team to handle sensitive concerns discreetly, efficiently, and appropriately. 

 

You can learn more at banisteradvisors.com.  If you’re ready to connect with them now, you can easily book a 15-minute conversation with one of their Navigators using this link: https://schedule.banisteradvisors.com/

Banister referral language

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"I value the experience that my clients gain by working with the professional and trustworthy

Banister Advisors."

- Alicia Singer, Principal & Owner 
Singer Wealth Management LLC

Our Process

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Whether it's an urgent, crisis response scenario or an inquiry regarding long term planning needs, we are ready to connect when the time is right for an initial conversation.

Our scheduling tool makes it easy to find time

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Banister Advisors is a client services company and does not sell products. 

Our Lifespan Navigation® services are delivered by trusted professionals that adhere to the highest ethical standards. We do not accept fees from third-party vendors and service providers.

We welcome the opportunity to connect with leaders in adjacent fields who have a shared interest in healthcare navigation, end-of-life planning, and in serving the bereaved.

Banister partners with the following types of professionals and organizations:

Banister is always seeking to grow our network of trusted professionals and service providers for mutual client referrals and other collaborations

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  • Attorneys

  • Accountants

  • Appraisers (real and personal property, including fine art/jewelry)

  • Assisted Living Facilities

  • Bank Trust Officers

  • Concierge Medicine

  • Retirement Communities

  • Real Estate Brokers / Agents

  • Substance Abuse Recovery

  • Tax Professionals

  • Therapists

  • Wealth Managers

  • Executive Coaches

  • Fiduciaries

  • Financial Planners

  • Funeral Homes

  • Hospice Chaplains

  • Hospice Providers

  • Hospital Staff/Doctors

  • Life Coaches

  • Oncology Centers

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