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Bleakley Financial Group Houston was founded when Joseph Sreshta moved over his practice of 40 years in September 2020. Our team of three services nearly $250 million of Advisory and Brokerage Assets for roughly 140 household as of 12/31/2022.

Our Mission

Our Mission

We leave lasting impressions

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:

  • Listening and discovering the needs, concerns, and goals of our clients
  • Providing in-depth financial education and advice
  • Respecting the assets and risk tolerance of each client
  • Seeking collaborative solutions when challenges arise
  • Monitoring the progress of each client
  • Communicating frequently with clients and team members

We’re dedicated to helping our clients meet their personal and financial goals through guidance and support.

1985

Bleakley was founded as Bleakley, Schwartz, Cooney, & Finney - Transitioned to Independent Firm in 2015. 

9B

Bleakley Advisors service approximately $9B in brokerage and advisory assets across 4 custodians (as of 12.31.21).

12

Bleakley is based out of Fairfield, NJ with a total of 17 office locations across 12 states, including our office in Houston

175

Wealth Advisors, Management and Support Staff

Values, Philosophy, Aspiration

Values, Philosophy, Aspiration

The Banyan Assessment

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.

Meet the Team

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