BINKLEY WEALTH MANAGEMENT GROUP LLC

Overview

Binkley Wealth Management Group LLC is a small, independent registered investment adviser focused on individual and family clients. The firm operates as a limited liability company under single ownership and positions itself as a fee-based planner and portfolio manager rather than a capital allocator or institutional consultant. Its advisory approach leans toward equity-centered portfolios delivered on a mostly non‑discretionary basis, alongside financial planning, client education and insurance brokerage services. Services include written publications and seminars, which suggest an emphasis on client education and relationship-level advice rather than large-scale model management. Fee arrangements are a mix of percentage of assets under management and hourly billing, which aligns with a hybrid advice model—ongoing portfolio oversight for clients who want it, plus one-off planning engagements. The firm does not identify as an active ESG investor and appears to operate primarily within a single state footprint rather than as a multi‑state adviser.

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Public Holdings

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Location & Offices