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  • Bleakley in the News

    BLEAKLEY FINANCIAL GROUP ANNOUNCES THE EVOLUTION OF THEIR BUSINESS TO AN INDEPENDENT REGISTERED INVESTMENT ADVISOR

    July 6, 2022 -  Bleakley Financial Group (Bleakley), is pleased to announce that it has become an independent Registered Investment Advisor (RIA).

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  • Bleakley in the News

    WELCOME TO BLEAKLEY FINANCIAL GROUP TWIN CITIES

    June 8, 2022 - We're excited to announce our newest affiliation partners Julie Hetland, CFP®Jason HetlandMelissa SchurhamerSamantha Bettendorf, CLU® and Meghan Bohlke who have opened Bleakley Financial - Twin Cities.

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  • Bleakley in the News

    SHARING CENTRALIZED RESOURCES TO CREATE MORE CAPACITY AND SCALE FOR ADVISORS TO GROW

    June 7, 2022 - Andy Schwartz joined Michael Kitces on Financial Advisor Success Podcast to discuss how he and the partners of Bleakley have built the firm into a platform that gives advisors the opportunity to leverage centralized large firm support services such as marketing, technology, compliance, and human resources, while still maintaining the freedom to run their own investment book of business how they see fit for their clients.

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  • Bleakley in the News

    EIGHT BLEAKLEY ADVISORS RECIEVE INDUSTRY RECOGNITION

    April 19th, 2022 - Forbes has recognized eight Bleakley Financial Group advisors among the Best-In-State Wealth Advisors for Northern New Jersey according to its annual list that spotlights top advisors across the country. Additionally, Barron's recognized Andy Schwartz, Jack Cooney, Reed Finney and Mike Axelrod on their National Top 1,200 advisor list for 2022.

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  • Bleakley in the News

    EIGHT BLEAKLEY ADVISORS RECOGNIZED BY FORBES BEST IN STATE ADVISORS 2022

    April 7, 2022 - Congratulations to Andy Schwartz, CFP®Scott SchwartzReed Finney CFP ®, CLU®Jack D. Cooney Jr., CPA, CLU®Michael AxelrodFrank LeporeLyle Weintraub, & Richard Wright, Jr. CFP® for being named to the Forbes Best-In-State Wealth Advisor list for 2022!

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  • Bleakley in the News

    POISE WEALTH AFFILIATES WITH BLEAKLEY

    March 29th, 2022 - Drew Besonson and his team at Poise Wealth have affiliated with Bleakley Financial Group and will open a new office for the firm in Birmingham, Michigan. The team oversees approximately $400M in client advisory and brokerage assets (as of 12.31.21).

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  • Bleakley in the News

    BARRON'S AMERICA'S TOP 1200 FINANCIAL ADVISORS 2022

    March 2022 - Congratulations to Andy Schwartz, Reed Finney, Jack Cooney, and Michael Axelrod for being named to Barron's America's Top 1200 Financial Advisors rankings for 2022.

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  • Bleakley in the News

    ANDY SCHWARTZ AND HIS TEAM RECOGNIZED AS BARRON'S TOP 100 INDEPENDENT FINANCIAL ADVISOR FOR 2021

    September 2021 -Excited to announce that Bleakley Financial Group's Andy Schwartz, CFP® was named to the Barron's America's Top Independent Financial Advisor List for 2020 - being one of 100 independent advisors who qualified around the country.

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  • Bleakley in the News

    PLEASED TO ANNOUCE THE LAUNCH OF BLEAKLEY FINANCIAL GROUP OF ATLANTA

    Welcome to the team - John Patterson, Steve Owings, McKee Nunnally and the rest of the Bleakley Atlanta Group. 

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  • Bleakley in the News

    BOOCKVAR ON THE MINING STOCK DAILY PODCAST

    May 21, 2021 - Peter Boockvar on the Mining Stock Daily Podcast discussing the latest from the Fed.

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The opinions in the CNBC appearances and market updates calls are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The opinions expressed in this material do not necessarily reflect the views of LPL Financial. The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful. Bonds are subject to market and interest risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price. Peter Boockvar is solely an investment advisor representative of Bleakley Financial Group, LLC, and not affiliated with LPL Financial.

Archived content consists of material while operating under Private Advisor Group as a registered investment advisor prior to Bleakley Financial Group, LLC transitioning to operate as an independent registered investment adviser.