Our firm was established by advisors – for advisors. By eliminating the bureaucracy of a large institution, we are more nimble and responsive to the needs of our clients.
At Bleakley Financial Group, we provide you with the freedom, flexibility and support to work with clients your own way, helping you to grow your practice and develop even stronger, long-lasting advisor–client relationships.
"At Bleakley, I have unequivocal ownership of my clients and accounts. Every day I'm building equity in my practice and have the ability to monetize it down the line on my own terms."
"The idea of going independent can be overwhelming. Moving to Bleakley gave me the independent practice I desired without the operational headaches I wanted to avoid."
"I used to cringe trying to explain to a client ‘we can't do that’ or ‘we don't offer that on our platform’ knowing that they could somewhere else. Today I can say ‘we can but here's why we may or may not want to...’ I keep my credibility and get to do what's in the client’s best interest - the way it should be."
The value we provide to advisors that affiliate with Bleakley is extensive. We identify the offering across three major areas – Strategic Growth, Operational Efficiency & Organizational leverage. Each segment of our firm has been developed and refined to enhance the growth, efficiency and profitability of our advisors.
Click the blocks below to learn about the benefits of working at Bleakley Financial Group.
The right marketing message and strategy is an integral part of growing your business and reaching new clients. Bleakley Financial Group has developed a customizable, effective marketing materials package to help you stand out in a highly competitive business. Marketing services include:
Bleakley Financial Group provides creative, structured, transparent and flexible succession solutions for our valued advisors. Our succession transition process provides:
Bleakley Financial Group believes in keeping our financial advisors ahead of the competition with innovative and powerful technology aimed at making it easier and more efficient to serve your clients and grow your business.
Our client-centric technology platform provides many benefits for advisors:
Bleakley Financial Group believes that a good idea becomes a truly great idea when it is shared, which is why we’ve created an environment of exchanging ideas and best practices among our entire team. Available to you as well are:
Making the right choices for your clients and your business requires a wealth of research behind every decision. Our chief investment officer and team of seasoned analysts are dedicated not only to doing that research, but also making it easy for you to understand and utilize it.
Our elite team of financial analysts and planners are dedicated to supporting the growth of advisor practices. They take on much of the heavy lifting so our advisors can spend more time client facing and prospecting. We call them our internal “Think Tank”; they provide the following front-end support services:
HR, Payroll, & Benefits
Compliance & Supervision
Client Service & Support Staff
Do you and members of your team spend far too much time on non-revenue generating tasks? Would you like to off-load these time- and energy-draining aspects of the business, but lack the scale or resources to do so? By leveraging our existing infrastructure we can support the following essential functions for any size practice:
We’ve created a firm where you can spend your time and energy doing what you do best: being a trusted advisor to clients. Our support systems and infrastructure were built to give you freedom and independence without all the complexity of running your own RIA.
We provide a robust, advisor centric platform that is structured to drive growth, efficiency and profitability across your practice.
Making a commitment to transition a practice is not done quickly; it is a methodical, careful process. We have firsthand experience. When our group made the move to independence, we transitioned over $3 billion in client assets in less than 60 days. But the process to get to that point took nearly two years.
At Bleakley Financial Group, we want to make the decision process easy and transparent. That begins with an exploratory conversation. Based on that discussion, we can provide you with guidance through a detailed cost-benefit analysis.
We will help make your transition to independence an informed choice. To that end, we will map out a potential future in which we demonstrate how our support can facilitate your mission to best serve your clients as well as obtain new ones.
Find out more about affiliating with Bleakley Financial Group.
Let’s make time to talk.