Bleakley Expands Footprint Into Pennsylvania and Virginia
Fairfield, New Jersey (November 14, 2017) – Bleakley Financial Group has added a new affiliate, Hittinger Financial, a Whitehall, PA – based private wealth management practice that serves the financial needs of over 500 families and businesses across the Lehigh Valley region. The expansion widens the company’s reach into Pennsylvania and Virginia, and is part of Bleakley’s mission to affiliate with other independent financial groups.
Hittinger Financial, founded in 1982 and spearheaded by Kevin Hittinger, focuses on providing personalized retirement plans and investment portfolio recommendations to business owners and other members of the community.
Notably, Hittinger was recently awarded the 2017 People’s Choice "Best Financial Planner in Lehigh Valley" by readers of The Morning Call of Lehigh Valley, PA. Born and raised in the Lehigh Valley area, Hittinger is deeply committed to supporting the financial wellbeing of his neighbors and frequently conducts community educational events on financial literacy.
According to Vince Nauheimer, Managing Director of Bleakley Financial Group, “The two companies share many core values around client service, a robust planning process and active client engagement.”
Says Hittinger of the new affiliation, “I’ve always believed that the needs of the client come first. As the business has grown, so have the unique needs of my clients. Partnering with Bleakley gives us the opportunity to expand the ways in which we can positively impact the financial lives of our valued clients.”
Andy Schwartz, co-founder and principal of Bleakley Financial, added “We are absolutely thrilled to have Kevin and his team partner with our organization. We are confident that this affiliation will open up opportunities for Kevin to serve his clients in new ways and allow him to expand his ability to help more families in the Lehigh Valley area.”
For over 30 years, the advisors at Bleakley Financial Group have provided financial planning and wealth management services to clients throughout the country. As an independent firm with a small client-to-advisor ratio, Bleakley's advice and guidance is personalized, objective and focused on client success. The company has an experienced team of over 100 investment professionals. With approximately $3.5 billion in assets under advisement, Bleakley puts its size and independence to work toward meeting clients' financial goals. Visit www.bleakley.com.