For over 30 years, Bleakley Financial Group has provided financial planning and wealth management services to clients throughout the country. As an independent firm with a small client-to-advisor ratio, our advice and guidance is personalized, free from conflicts of interest and focused on your success.
Our infrastructure comprises an experienced team of over 100 investment professionals, including financial advisors, research assistants, client service associates and administrative support. With approximately $3.0 billion in assets under management1, we put our size and independence to work for your financial goals.
In everything we do, we strive to exceed your expectations. Frequent communication, attention to detail and a commitment to service excellence are hallmarks of our firm. We are proud to foster a culture we believe to be unmatched in the industry, where your satisfaction is our first priority.
1. AUM calculated as of 8/19/2015
Our principals bring over a century of combined experience in the financial services industry. Our advisors hold advanced degrees and certifications. Our administrative staff have an average tenure of more than a decade. We work together to treat you with care, integrity and courtesy.