At Bleakley Financial Group, we are driven by a bedrock philosophy, an approach and set of values we believe is unique in our industry.

The Banyan Assessment is the foundation of every client relationship. We use this specialized assessment to design the optimal financial plan, tailored specifically to your unique life objectives. Based on this assessment, we launch our 360-degree planning approach. This is created in a unique partnership with you, taking into consideration every aspect of your financial life.

In addition to this client-centric approach, we stand out in a long list of other ways. These include, but are not limited to:

  • We take an independent, objective approach when identifying the best product on the market at the best cost to meet your needs
  • A dedicated advisor and support team, each with a different area of expertise to provide comprehensive service
  • Unlimited telephone (no automated calls) and in-person meetings per client request
  • Latest technologies to facilitate transparency and real-time view of financial profile
  • Full-time life coach available to speak with our clients at no charge