A complete list of active advisors currently associated with Binnacle Financial Group LLC

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

The firm provides wealth management, investment management, and project-based financial planning to individuals, high‑net‑worth individuals, trusts, and charitable organizations. It operates on a fee‑only basis and manages a small number of client relationships with concentrated assets under management, generally requiring a $1,000,000 account minimum (which may be waived in some cases). The firm develops personalized investment policies and target asset allocations and implements portfolios using a mix of passive and active strategies, guided by Modern Portfolio Theory while also employing fundamental, technical, cyclical, and charting analysis. It typically manages client accounts on a discretionary basis and notes its fiduciary obligations when advising retirement accounts under applicable law. Noteworthy characteristics include an unusually small client roster relative to its reported assets under management and a principal with a legal and trust‑consulting background who is involved in planning and trust‑related work. The firm recommends specific custodians (Altruist Financial and Shareholder Services Group), discloses receipt of research and institutional trading support from Shareholder Services Group (which may create an incentive to recommend that custodian), and generally leaves proxy voting responsibility with clients.

To learn more about the advisors currently working at Binnacle Financial 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
James Merrill	Chevy Chase, MD	4

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