A complete list of active advisors currently associated with Binnerinvestments

Warmer can help you find a great advisor at Binnerinvestments or one who fits your needs even better.

The firm provides ongoing portfolio management and standalone financial planning to individual and high-net-worth clients, tailoring an Investment Policy Statement to each client’s goals, risk tolerance, and time horizon. As of May 2026 it managed approximately $640,000 in discretionary assets for a single client. Its investment approach emphasizes long-term trading while drawing on a wide mix of analytical methods — charting, cyclical, fundamental, quantitative, technical analysis and modern portfolio theory — to construct portfolios of mutual funds, equities, ETFs (including precious-metal ETFs), fixed income (including TIPS) and non-U.S. securities. The firm typically requests discretionary trading authority and delivers quarterly custodian reports while documenting client risk profiles in written policy statements. Notable differences from many peers include a requirement that clients custody assets with specific custodians (Equity Trust Company and Altruist Financial LLC) and a policy not to aggregate block trades across client accounts, which the brochure notes may affect execution. The firm, formed in mid‑2025, delivers financial planning as a one-time engagement unless additional services are agreed and discloses the possibility of receiving soft-dollar research or services from custodians, a potential conflict it describes in its disclosures.

To learn more about the advisors currently working at Binnerinvestments, 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
Jacob Binner	Forsyth, GA	4

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