Advisor at Binkley Wealth Management Group LLC
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Firm
Binkley Wealth Management Group LLC
Location
Avon, IN 46123
Credentials
Series 63, Series 65, Series 66
Industry experience
17 years
Jeffrey Binkley is the principal of Binkley Wealth Management Group LLC, an independent firm based in Avon, Indiana. He holds Series 63, 65, and 66 licenses and has 17 years of experience in the financial industry. He has led his firm since 2010. Additionally, he is a licensed insurance agent. Binkley Wealth Management Group LLC provides investment supervisory services and one-time financial planning primarily to individual clients. The firm uses a blend of charting, fundamental, technical, and cyclical analysis with both long- and short-term trading approaches, managing approximately $6.7 million in non-discretionary assets.
Based on Binkley Wealth Management Group LLC
Based on Binkley Wealth Management Group LLC
$1 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.00% Above $3,000,000+: 0.50%
$50 to $200 per hour, negotiable
6319 E Us Highway 36, #208
Avon, IN 46123
Indiana
Binkley Wealth Management Group LLC
2010 - Present (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®
Indianapolis, IN
WealthGuides LLC
I'm a fiduciary & CERTIFIED FINANCIAL PLANNER living in Indianapolis, Indiana but serving clients nationwide. For years I've helped individuals and families plan for retirement and other imporant financial decisions. In college, I studied economics with a concentration in finance. After college, I worked for large wealth management firm in Indiana and then a boutique financial advising office specializing in retirement planning. That firm was later acquired and after a few years working for the acquiring firm I left to start WealthGuides. As an advisor I've worked with clients age 22 to 92. While I've worked with a wide range of people, I've always found my passion was with working with people to create a plan for retirement. As an advisor I provide guidance to my clients on taxes, their investment portfolios, estate planning, & charitable giving amongst others areas. I show people where they can save on taxes and I give clarity and strategies for how my clients can maximize the potential for what they can spend on themselves and give to others. On the personal side I'm a runner, a reader, a cat dad, and a traveler. I also enjoy sipping on a nice glass of wine or whiskey.
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