Providing Exceptional Service | Bleakley Financial

The Bleakley Advantage.

At Bleakley Financial Group we aim to be different and believe that you will feel it. We focus on personal attention and independence for all our clients.

At Bleakley, we truly believe that Independence is key. Our firm structure and open architecture model seeks to ensure that the advice you receive is objective and fully personalized. Bleakley has no proprietary financial products, therefore we are able to provide objective advice.

We are also invested in forward‐thinking industry leadership. Internally, we are proud of our culture –small enough to be personal and large enough to be fully resourced and continually innovating to find customized strategies and solutions for our clients.

Founded in 1985, Bleakley Financial Group is well established among leading advisory firms serving clients’ financial planning and wealth management needs. Bleakley currently services over $7.5 billion in client brokerage and advisory assets across 5 different custodial platforms. We remain committed to the financial prosperity and legacy of our clients and the dedication to client outcomes that have enabled our firm to be successful.

We believe in making a lasting impression

Our Process

From individuals to families to business owners, our dedicated team of advisors know how to get the job done. After discussing your goals and current situation, they’ll work with you to design a plan that strives to turn your vision into reality.

At Bleakley Financial Group, we’re committed to your success. That’s why we provide each client with the following services:

A comprehensive plan and annual review of goals and objectives, a recap of progress made during the previous year, and the development of an action plan for the upcoming year
Regularly scheduled meetings to review investment strategies, performance, and progress
Periodic review of external accounts for continuity of strategy and risk tolerance assessment
Complementary coordination with other professional services (e.g., CPA, estate attorney, and so on) that can help improve financial performance
Timely and attentive service with a designated account manager and rapid personal response to all inquiries
Monthly market commentary, quarterly market update calls with our CIO, and educational webinars
Consultation and planning for the next generation
Up to four weeks of complimentary sessions with our in-house life coach to navigate the challenges often associated with life transition events such as retirement, the sale of a business, divorce, or the loss of a loved one

The Bleakley Advantage.

We believe in making a lasting impression

Our Process

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