CONSORTIUM MEMBER SINCE 2019

Dana Binsbachar

AAMS, AIF, CEP, CRPC

Integrated Wealth Management Group
540 NW University Boulevard
Suite 101
Port St Lucie, FL 34986

Phone  |  772-340-1200
Fax  |  772-340-5722
E-mail  |  dana@iwmgroup.com



Member Profile

Client Vision

Dana has worked in the financial services industry since 1997. He takes pride on his independence and ability to provide objective advice and strategies that truly have the client’s best interests in mind; building financial plans designed to help provide greater financial freedom.


Areas of Expertise

  • Financial Planning
  • Retirement Planning

Education/Certification

  • Accredited Asset Management Specialist (AAMS)
  • Accredited Investment Fiduciary (AIF)
  • Certified Estate Planner (CEP)
  • Chartered Retirement Planning Counselor (CRPC)

Outside The Office

In addition to his financial planning practice, Dana enjoys serving as the Missions Team Leader for his church, Christ Fellowship, in Port St Lucie. He also serves as a board member for Graceway Village; and as an advisory council member for Place of Hope, a faith-based children's organization providing family-style foster care for children and families in FL.


Dana has been in Florida since 1995, he currently lives with his wife and daughter in Palm City Farms, where he enjoys living the agricultural life on a full working farm. In addition to managing the farm, Dana and his family enjoy traveling, fishing and hunting.


Dana has been married to his wife Chris for 33 years. He has 3 children and 3 grandchildren.





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TOP 25 FIRM
2004-2017

Chosen as one of Atlanta’s
Top 25 Financial Planning & Advisory Firms
based on assets under advisement.


RANKED TOP WORKPLACE 2015-2018





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Integrated Financial Group. All Rights Reserved.

DISCLOSURE: Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Advisory Services may be offered through LPL Financial, a registered investment advisor or IFG Advisory, LLC, a registered investment advisor. Integrated Financial Group and IFG Advisory, LLC are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact business with residents of the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, DC, Florida, Georgia, Idaho, Illinois, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, West Virginia, Wisconsin.