A complete list of active advisors currently associated with Binkley Wealth Management Group LLC

Warmer can help you find a great advisor at Binkley Wealth Management Group LLC or one who fits your needs even better.

Binkley Wealth Management Group provides investment supervisory services and financial planning primarily to individual clients. The firm creates a client-specific Investment Policy Statement and constructs portfolios using mutual funds, equities, bonds, ETFs, REITs and certain insurance products, including annuities. The firm’s process centers on the Investment Policy Statement and periodic reviews, with accounts reviewed at least quarterly and custodial account statements provided monthly. BWMG uses a mix of charting, fundamental, technical and cyclical analysis and implements both long- and short-term trading strategies, while reporting that it does not exercise investment discretion over client accounts. Notably, the firm reports all assets as non-discretionary rather than discretionary and manages client assets in-house rather than engaging third‑party managers. The firm’s principal is also a licensed insurance agent and may offer commissionable insurance products (a potential conflict disclosed in the brochure); the firm also permits client-directed brokerage and uses its custodian for execution and research.

To learn more about the advisors currently working at Binkley Wealth Management Group LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Jeffrey Binkley	Avon, IN	18

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