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.

Binnacle Financial Group LLC is a fee-only independent registered investment adviser that provides investment management, wealth management, and project-based financial planning to individuals (including high-net-worth clients), trusts, and charitable organizations. The firm reports managing roughly $19 million in client assets and uses percentage-of-AUM billing and third‑party custodial arrangements typical of independent advisers. The firm develops individualized investment policies and combines asset-allocation and modern portfolio theory with both passive and active fund selection, using fundamental, technical, cyclical, and charting analysis to inform decisions. Accounts may be managed on a discretionary or non‑discretionary basis, with portfolios focused on stocks, bonds, mutual funds, ETFs, U.S. government and municipal securities, and cash equivalents while permitting short-term trades when appropriate. What stands out in the brochure is the unusually small client base — three clients — relative to the firm’s assets under management and a formal $1,000,000 account minimum (waivable on a case-by-case basis), indicating a focus on a few larger, bespoke relationships rather than mass retail clientele. The disclosure also notes the firm receives research and support services from a custodian provider (a potential conflict disclosed in the brochure) and that the firm’s principal has prior trust-consulting experience and advanced legal training, which may shape the firm’s approach to estate and trust planning.

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.