Our Values Leave Lasting Impressions

For more than 30 years, Bleakley Financial Group has been providing customized financial planning and wealth management services to a diverse array of clients across the country. As an independent firm, we pride ourselves on delivering personalized guidance to fit the goals and lifestyle needs of each customer.

With more than three decades of experience, our state-of-the-art financial planning comes with a personal touch. Our team consists of more than 100 investment professionals, from financial advisors and research assistants to client support associates.

We’ve created a collaborative culture of innovation and excellence that’s unmatched in the industry. At Bleakley Financial, you’re our top priority, and we’re committed to turning your financial vision into reality.

 

Learn Our Process

 

 

Listen
Listen
Respect
Respect
Educate
Educate
Provide
Provide
Monitor
Monitor
Improve-color-1
Improve
Communicate
Communicate

Experience matters
We know personal finances

Across the U.S., we’ve been guiding clients on their financial journeys for more than three decades. Our customers trust us with their investments, and we work hard to earn that trust. Our dedicated team of experienced financial professionals includes financial planners and advisors, researchers, and client support specialists.

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Experience

Financial Services for Everyone

Corporate Executives
Corporate Executives
You work hard. Your money should, too.

Clients with high expectations require high levels of financial expertise. We understand the challenges that many corporate executives face, from recognizing and applying regulations set by ever-changing tax laws to implementing specialized wealth strategies surrounding stock options and executive compensation plans. Our financial planning for corporate executives specializes on retirement planning and wealth management, with a strong focus on the corporate world. 

Business Owners
Business Owners
Business owners help run America.

Accounting for 99.7% of U.S. corporations, small businesses (500 employees or less) are responsible for creating 1.5 million new jobs each year. There are more than 30.7 million across the nation, representing 90% of the business population. (Source: www.oberlo.com)

Business owners work hard to support their families, their employees, and their community. They face specific challenges like economic uncertainty, fluctuating liquidity needs, and ineffective money management. We pride ourselves in providing business owners with the right financial resources and advice, helping them manage their businesses and give back to the community.

Wealth Transference
Wealth Transference
Family is everything.

We understand that family comes first. Our multi-generational planners pride themselves on helping you create secure futures for our clients and their family members. This includes preparing adult children for the financial responsibility of managing the family legacy. 

We’re happy to help multiple generations adopt fiscally responsible lifestyles. 

Wealth Transference
Retirement Planning
We’re helping you save for the future.

Retirement is a great time to learn new skills, explore new places and try new things. But planning for retirement can be stressful—how much should you have saved? At what age can you retire? Can you afford to take care of your spouse and family?

We love helping clients plan for retirement. Our dedicated team of experienced financial planners will make sure you’re living your golden years with financial security. We’ll help you create a realistic budget, solid financial plan, and effective savings strategy. 

 

IN Top Hybrid RIAs 2023_Medal

The Investment News Top Hybrid RIAs award was developed by the Investment News. This award was issued to Bleakley Financial Group (“Bleakley”) in 2023 based off data provided in Bleakley’s ADV filing in October of 2022. The Investment News does not receive a fee from Bleakley Financial Group, LLC in exchange for these rankings. The Investment News Top Hybrid minimum ranking is based off assets under management at the time of the SEC filing.