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July 6, 2022 - Bleakley Financial Group (Bleakley), is pleased to announce that it has become an independent Registered Investment Advisor (RIA).
Read moreJune 8, 2022 - We're excited to announce our newest affiliation partners Julie Hetland, CFP®, Jason Hetland, Melissa Schurhamer, Samantha Bettendorf, CLU® and Meghan Bohlke who have opened Bleakley Financial - Twin Cities.
Read moreJune 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.
Read moreApril 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.
Read moreApril 7, 2022 - Congratulations to Andy Schwartz, CFP®, Scott Schwartz, Reed Finney CFP ®, CLU®, Jack D. Cooney Jr., CPA, CLU®, Michael Axelrod, Frank Lepore, Lyle Weintraub, & Richard Wright, Jr. CFP® for being named to the Forbes Best-In-State Wealth Advisor list for 2022!
Read moreMarch 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).
Read moreMarch 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.
Read moreSeptember 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.
Read moreWelcome to the team - John Patterson, Steve Owings, McKee Nunnally and the rest of the Bleakley Atlanta Group.
Read moreMay 21, 2021 - Peter Boockvar on the Mining Stock Daily Podcast discussing the latest from the Fed.
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