Bin NguyenBin Nguyen, CFP®, AIF®Managing DirectorWealth Partner
Awards and Industry Recognition
Forbes
National Association of Plan Advisors (NAPA)
About Bin
Bin Nguyen is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
Bin is a trusted advisor to ultra-high-net-worth families, endowments, foundations, and corporations. He helps clients manage the many complexities and risks of significant wealth, spanning family governance, strategic business advisory, financial sponsor relationships, estate and tax planning, and investment management. Bin draws upon nearly two decades of experience in wealth management, family office advisory, and institutional consulting. He co-leads all aspects of the ERISA practice for the team, which has been named a Top DC Advisor team in 2020, 2021, 2022, 2024 and 2025 by the National Association of Plan Advisors (NAPA).1
Bin holds a B.S. from the University of Texas at Austin. Before joining J.P. Morgan in 2009, he worked in the Global Wealth Management business at Merrill Lynch where The MTN Group was formed. He is a member of J.P. Morgan's Portfolio Manager Program, as well as a Certified Financial Planner® (CFP®) professional, and an Accredited Investment Fiduciary®(AIF®).
Bin sits on the Wealth Partners' Advisory Council, working directly with senior leadership of J.P. Morgan Wealth Management. He was selected as a 2023 Chairman's Award honoree for his exemplary leadership, collaboration, client engagement, and community partnership.
Bin is married to his college sweetheart and father to three rambunctious boys. He serves on the Board of the Plano Family YMCA, where he was awarded Plano Father of the Year in 2023.
1National Association of Plan Advisors (NAPA) Top DC Advisor Teams (3/20/25, data as of 12/31/24); (3/19/24, data as of 12/31/ 23); (3/22/22, data as of 12/31/21); (3/15/21, data as of 12/31/20). The NAPA Top DC Advisor Team list highlights the nation's leading retirement plan advisor firms. The list focuses on teams, broadly defined as being in a single physical location, and having at least $100 million in DC assets under advisement. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification.
Values-Based Modern Advisory & Asset Management for a Complex Industry
The MTN Group builds long-lasting client relationships with healthcare providers and organizations by providing world-class service, advice, and execution on a variety of significant financial and non-financial matters. With decades of combined experience serving medical professionals and institutions, the MTN Group has the unique ability to serve healthcare clients with the personal attention of a small boutique and the strength and resources of J.P. Morgan
- For-Profit & Not-for-Profit Hospitals
- Hospital Outpatient Departments
- Regional Hospitals
- Micro-Hospitals
- Independent Physician Associations
- Management Services Organizations
- Company Founders & Executives
- Physicians
- Endowments & Foundations
- Restricted & Control Stock Services
- Concentrated Position Management
- Liquidity Event Planning
- Trust and Estate Planning
- Stock Plan Administration
- Strategic Tax Management
- Corporate Retirement Plans Consulting
- Portfolio Management
- Alternative Investments
- Private/Personalized Banking & Lending
Insights
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September 12, 2025Consumer prices rose 0.4% in August, bringing annual inflation to 2.9% as the Federal Reserve weighs interest rate cuts.Read NowRetirement and estate planning for unmarried couples
September 10, 2025Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read NowThe duties of a trustee
September 9, 2025There are several important factors that should go into the decision of who to elect as a trustee. Learn what to consider to ensure the assets you leave behind are well cared for.Read NowProtecting estate plans from hostile family members may be advisable
September 9, 2025LGBTQ+ persons may need to take additional precaution with their estate planning documents to ensure their wishes are honored.Read NowAugust jobs report shows stalling labor market; rate cut could be on the way
September 8, 2025August's jobs report showed signs of the labor market stalling, which could trigger a Federal Reserve rate cut in September.Read NowManaging cash: Making sure your assets are well protected
September 8, 2025Choosing where and how to hold your cash reserves is as important as any investment decision.Read NowMind your business: How to keep your company cyber secure
September 8, 2025Does your business’ cybersecurity need some TLC? With cybercrime on the rise, it’s important to understand how you can keep your business accounts and assets well protected.Read NowThe rate-cutting playbook: Fixed income in focus
September 5, 2025The Federal Reserve looks set to cut rates this month. Here’s where we see opportunity.Read Now