Our investment management philosophy is simple, Focus on the things we can control rather than things we can’t.   We focus on minimizing  investment expenses, maximizing investment education, and making rational, non-emotional investment decisions.

Binkley Wealth Management Group is a fee-only wealth management firm dedicated to value-added and personalized client service as well as unbiased asset management, financial planning, and investment counsel.  The firm’s objective is simply to become the wealth management firm of choice for clientele that expect experienced and cost-effective, friendly financial planning counsel, value-added portfolio construction and management, and raving fan client-service. Binkley Wealth Management Group has the skill and capability to manage assets without any restrictions while calling upon the world’s most useful, up-to-date and dependable research.

We follow a time-tested, Core & Satellite approach to investment management.  Core & Satellite is a method of portfolio construction designed to minimize costs, tax liability, and volatility while delivering an opportunity to surpass the broad stock market as a whole. The core of our portfolios consist of passive, ultra-low cost exchange traded funds (ETF’s) that track major market stock, bond, and international indices.  Additional components, or satellites, are tactically identified and added to enhance the total return of our portfolios.