Why We're Different

Bleakley Financial Group prides itself in its 360-degree approach to fiscal projection and wealth management. Most money management strategies examine one or two aspects of wealth planning, but our 360-degree method considers every area of the financial lives of our clients. The result? A more comprehensive, in-depth, personalized wealth-building plan that benefits you.


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Why We're Different

Our 360-Degree Approach

We take a holistic approach to financial planning



Our Plans Are Customized for You

Personal Financial Planning

When it comes to personal financial planning, think of Bleakley Financial Group as architects who will help design your financial home. After listening to your goals, we’ll create a financial blueprint that’s solid, easy to follow, simple to build upon, and flexible enough to withstand unexpected emergencies. 

Personal Financial Planning

Private Wealth Management

Clients approach us at various stages of their financial journeys. No matter where you are currently, we can help you pursue more. We’re here to help you work toward your financial goals, whether you’re saving for your child’s college tuition, wanting to grow your assets, hoping to purchase your first home, or planning your retirement. Private wealth management services include (but are not limited to) the following guidance:

Private Wealth Management

Business Planning Strategies

One of the key components to maintaining a successful business is careful and diligent financial planning. Organizations spend millions of dollars each year to develop financial strategies that help build, grow, and protect their assets. Let us provide your business with the same protection and guidance by creating a financial blueprint that will help you feel confident about money and focus more on your business.

We provide the following business planning strategies:

  • Buy–Sell Agreement Planning
  • Business Transfer Techniques
  • Qualified Retirement and Executive Compensation Packages
  • Employee Benefit Coordination
  • Succession Planning Strategies

Financial Institutional Services

Multi-tasking isn’t easy, especially for organizations involved in the complex areas of finance and investments. Balancing efficiency and due diligence processes while limiting unnecessary liability can seem like a daunting, if not impossible, task. Fear not. We aim to take the uncertainty out of the equation by developing a comprehensive and flexible plan with a suitable course of action for your organization.

This includes:

  • Assisting and educating plan sponsors on fiduciary responsibilities and compliance procedures
  • Developing and implementing an investment policy statement
  • Conducting a robust provider search and fee benchmarking analysis
  • Putting a fund lineup in place to select the appropriate investment vehicles to address goals
  • Performing quarterly due diligence reviews
  • Conducting an annual in-depth plan review
  • Holding educational events for participants
See full breakdown of our retirement plan services

Medicare and Social Security Planning

Obtaining Medicare coverage can be confusing. There are multiple deadlines to meet and a variety of options that can be difficult to understand. We know that each person has different Medicare needs, which is why we’re committed to helping you make the best choices to fit your lifestyle and current needs.

When it comes to Social Security, many people don’t understand the benefit program and fail to collect what they’re owed, thus leaving money on the table. We help you make smart decisions while aiming to maximize your benefits utilizing the current strategies available to you.

At Bleakley Financial Group, we can assist you with making the best decisions seeking to optimize for your specific situation, needs, and goals.

Listen to our latest webinar on Medicare

ESG Responsible Investing

Socially responsible investing is more than avoiding “sin” stocks. It’s about making investments that positively impact our environment, social responsibility, and corporate structures, while also focusing on client risk and return objectives. Also known as environmental, social, and governance (“ESG”) investing, this approach considers the sustainability and societal impact of each investment. Bleakley believes that money can be utilized as a tool, and at our clients’ direction, can be put towards the specific purpose(s) that could improve the future of client designated communities.

As socially responsible investing gains ground, more investment managers are offering ESG-focused investments. For example, clients can achieve their ESG objectives through Bleakley’s use of a Unified Managed Account (“UMA”).  The UMA platform can screen out specific stocks or entire sectors based on a checklist of ESG-related factors. This checklist allows the client to establish their own personal ESG policies for their respective account(s).  Alternatively, clients can achieve a variety of proactive broad ESG objectives through the use of custodian-designated “socially responsible” mutual funds. Bleakley’s Investment Committee monitors the investment performance of such “socially responsible” mutual funds on a quarterly basis while the ESG criteria within these mutual funds are monitored by the applicable custodian.

Environmental Social Governance (ESG) investing has certain risks based on the fact that the criteria excludes securities of certain issuers for non-financial reasons and, therefore, investors may forgo some market opportunities and the universe of investments available will be smaller. The return of an SRI/ESG strategy may be lower than if the advisor made decisions based solely on investment considerations.

Can You Really Do Well And Do Good At The Same Time?

Life Coaching

Financial planning isn’t just about money. Excellent fiscal health goes hand-in-hand with one’s physical or mental health: It’s established by good habits over time. That’s why we have a certified life coach on staff to provide complimentary sessions to our clients.

Dealing with financial stresses can be difficult, especially when facing traumatic life events like moving, divorce, job loss, or the death of a loved one. Life can throw unexpected curveballs that upend even the most diligent financial planning. 

Life coaching services will help clients navigate the emotional ups and downs of life’s many challenges, including:

  • Retirement or job loss
  • Divorce
  • Death of family members or friends
  • Caring for children or aging parents

Document Review

As part of our financial planning process, we find it critical that we take into account our clients' entire financial picture to ensure it aligns with their overall goals.  The purpose of this review is to provide our clients with valuable feedback that they can then discuss with a legal professional.

This includes a discussion of the following documents:

  • Trusts
  • Wills
  • Business Agreements
  • Tax Docs
  • Power of Attorney
  • Divorce Decrees
  • Property & Casualty Audit


Bleakley Financial Group and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.