About BankTus
Your trusted financial partner since 2010, helping New Yorkers achieve their financial dreams through expert guidance and personalized solutions.
Our Mission
Mission
To empower individuals and families in New York with the financial knowledge, tools, and strategies they need to build lasting wealth and achieve their life goals through personalized, ethical, and innovative financial services.
Vision
To be the most trusted and respected financial advisory firm in New York, known for our integrity, expertise, and unwavering commitment to our clients' financial success and peace of mind.
Values
Integrity, transparency, client-first approach, continuous learning, innovation in financial solutions, and building long-term relationships based on trust and mutual respect.
Meet Our Expert Team
Sarah Johnson, CFP
Founder & Senior Financial Advisor
With over 15 years of experience in financial planning, Sarah founded BankTus with a vision to provide personalized financial guidance to New York families. She holds a Certified Financial Planner (CFP) designation and specializes in retirement planning and investment strategies.
Michael Chen, CFA
Investment Strategist
Michael brings 12 years of Wall Street experience to our team. As a Chartered Financial Analyst (CFA), he leads our investment research and portfolio management services, helping clients navigate complex market conditions with confidence.
Emily Rodriguez, MBA
Personal Finance Specialist
Emily specializes in budgeting, debt management, and credit score improvement. With her MBA in Finance and 8 years of experience, she helps clients establish strong financial foundations and develop healthy money habits.
David Thompson, EA
Tax Planning Advisor
As an Enrolled Agent (EA), David provides comprehensive tax planning and preparation services. His expertise in tax law helps clients minimize their tax burden while maximizing their financial growth opportunities.
Our Story
Founded in 2010
BankTus was founded in the heart of New York's Financial District with a simple yet powerful mission: to make professional financial advice accessible to everyone, not just the wealthy. Our founder, Sarah Johnson, recognized that many hardworking New Yorkers were struggling to navigate complex financial decisions without proper guidance.
Starting as a small practice with just two advisors, we've grown into a comprehensive financial services firm serving hundreds of clients across the New York metropolitan area. Our growth has been driven by our commitment to putting clients first and delivering results that matter.
Over the years, we've helped our clients achieve significant milestones: from first-time homebuyers securing their dream homes to retirees enjoying comfortable golden years. We've guided families through market volatility, helped entrepreneurs build wealth, and assisted countless individuals in improving their credit scores and financial literacy.
Today, BankTus continues to evolve with the changing financial landscape, incorporating new technologies and strategies while maintaining our core values of integrity, transparency, and personalized service. We're proud to be a trusted partner in our clients' financial journeys.
Why Choose BankTus?
Local Expertise
Based in New York, we understand the unique financial challenges and opportunities that come with living and working in one of the world's most dynamic cities.
Comprehensive Services
From basic budgeting to complex investment strategies, we offer a full range of financial services under one roof, ensuring continuity and consistency in your financial plan.
Personalized Approach
We believe that every client is unique. Our advisors take the time to understand your specific situation, goals, and concerns to create customized financial solutions.
Proven Track Record
With over a decade of successful client relationships and measurable results, we have the experience and expertise to help you achieve your financial objectives.
Transparent Fees
We believe in complete transparency. Our fee structure is clear and straightforward, with no hidden costs or surprise charges.
Ongoing Support
Financial planning is not a one-time event. We provide ongoing support, regular reviews, and adjustments to keep your financial plan on track as your life evolves.
Ready to Start Your Financial Journey?
Let our experienced team help you create a personalized financial plan that aligns with your goals and values.
Schedule Your Free Consultation