We believe in having a positive impact on the lives of those around us—our family members, friends, clients, and other members of the community.
We’re dedicated to providing exceptional service by:
We’re dedicated to helping our clients meet their personal and financial goals through guidance and support.
Bleakley was founded as Bleakley, Schwartz, Cooney, & Finney - Transitioned to Independent Firm in 2015.
Bleakley Advisors service approximately $9B in brokerage and advisory assets across 4 custodians (as of 12.31.21).
Bleakley is based out of Fairfield, NJ with a total of 17 office locations across 12 states, including our office in Houston
Wealth Advisors, Management and Support Staff
The Banyan Assessment is at the core of each client relationship. We use this method in an effort to create an optimal financial plan tailored specifically to the objectives of each client. The assessment takes an in-depth look at one’s core values, personal philosophy, and goals. During this process, we’ll discuss both your short-term and long-term goals, income, risk tolerance, and more. Together, we’ll develop a wealth management strategy that will help you start planning for the future.
Obtaining a clear and comprehensive view of your financial health is critical to the success of our mission. We take a 360-degree approach to evaluating your current financial well-being.
Partner | Wealth Management Advisor
Client Service Associate
Chief Investment Officer
Director of Investment Research
Director of Financial Planning | LPL Registered Administrative Associate