Our Process - Bleakley Financial Group

Knowledge, Focus, Experience

At Bleakley Financial Group, our 360-degree planning is created in a unique partnership with you, taking into consideration every aspect of your financial life. Leveraging the Banyan Assessment to develop a thorough understanding of your current circumstances and long-term goals, we create an efficient, well-coordinated and personalized financial plan that adapts with you over time and across the different life stages we all encounter.

With more than 30 years of experience, our team of well-credentialed advisors serves the financial needs of approximately 4,000 families and businesses across the country. We bring our expertise to the task, with you as our focus. We spend the time to thoroughly understand your needs and objectives, and what is most important to you, your family and your business.

Our customized plans

For individuals, families and businesses

At Bleakley Financial Group, our 360-degree planning allows us to deliver:

A clearly defined set of objectives that we will aspire to achieve together
Preparation of your personal financial statements (balance sheet, income statement and budget)
An outline of proposed recommendations, alternatives and the ability to model different life event scenarios at your request
A thorough review of the information that is driving the results and recommendations of our analysis to make sure everyone involved is in agreement

When you are comfortable with our analysis, we will begin to implement the recommendations and monitor them over time, reviewing with you regularly and making adjustments as necessary.

Using a broad range of analytics and investment strategies, we build customized plans that align with your needs and values. These strategies apply to individuals, families and businesses. Areas of specialty are listed in the chart below.

At Bleakley Financial Group, our mission is to make sure you are safe, secure and prosperous. It begins with what we call “identifying the why” and continues with an ongoing commitment to focus on your long-term financial well-being.

Personal financial planning
Cash Flow & Retirement Scenario Analysis
Income Tax Planning & Coordination
Risk Management Strategies
Retirement Income Distribution Planning
Estate Planning & Charitable Giving
Multi-Generational Wealth Counseling

Private wealth management
Risk Assessment & Goal Targeting
Evaluation of Existing Portfolio
Customized Portfolio Construction
Ongoing Portfolio Optimization
Alternative Investments
Emphasis on Proactive Return Methodology

business planning solutions
Buy-Sell Agreement Planning
Succession Planning Strategies
Business Transfer Techniques
Qualified Retirement Plans
Executive Compensation Plan Coordination
Employee Benefit Planning

Institutional Services
Plan Design Assistance
Provider Services
Fee Benchmarking
Investment Analysis
Fund Selection & Evaluation
Fiduciary Compliance Support

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Bleakley Financial Group are separate entities from LPL Financial.

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, MN, MT, NC, ND, NJ, NH, NM, NV, NY, OH, OK, OR, PA, RI, TN, TX, SC, SD, UT, VA, VT, WA, WI, WY