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    Our Mission:

    Is to INSPIRE ACHIEVEMENT. We want to help you achieve your life's goals!

    Molly & Katie Website Pic (Cropped)

    Financial Success Doesn't Happen By Chance


    Financial planning with our team starts with figuring out your biggest goals & dreams - for you, your family, your business, and the world. What is it you are trying to achieve...and WHY? Taking the time to understand what you truly want and why is where our journeys to living our best & most authentic lives start. We take time to understand your values & priorities and from there build a comprehensive plan to get you to pursue your goals in the most efficient ways.
    We offer a comprehensive experience to all of our clients by utilizing our team's experienced knowledge and diverse skill set to create a fun environment. Our communication, work ethic, and education that we build our practice on creates a relationship built on values that assures our clients that their financial goals and futures are our top priority! 
    Our clients are driven & think big. They live healthy & with intention. They value collaboration & experience. And most of all - they are good & nice people, mirroring the values & traits in our team members. We offer something different. We offer something special. Something that you can't put your finger on until you work with us!


    Our Approach

    Putting Our Client's Interest First

    At Bleakley Financial Group, our fee-based financial planning allows us to deliver:

    • A clearly defined set of objectives that we  will aim to work towards together through your vision for the future and reflects what means the most to you.
    • Preparation of your personal financial plan that connects strategies to your objectives.
    • 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 alignment.
    • The planning fee varies and is based on the complexity of your needs. It is mutually agreed upon by you and your advisor prior to the start of the analysis.
    • Fee-based financial planning, which is separate from any execution or implementation, allows our clients to maintain an added layer of control and flexibility in their planning approach. 

    Meet the Team

    Molly Murphy, CFP®, RICP®, CASL®, ChFC®, CLU®

    Wealth Management Advisor

    Katie Krause

    Client Relationship Manager

    Peter Boockvar

    Chief Investment Officer

    Stephen Kuhn

    Director of Investment Research

    Joseph Geslao

    Director of Financial Planning - LPL Registered Administrative Associate

    Stephanie Lester, QPFC®

    Director of Institutional Retirement Administrative Services

    Ken Kattel, CFP®, ChFC®, MBA

    Investment Research & Planning Analyst - LPL Registered Administrative Associate

    Kaitlyn Spaschak

    Investment Analyst - LPL Administrative Associate
    BleakleyLogo_Twin Cities
    7365 Kirkwood Court North, Suite 330
    Maple Grove, MN 55369