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Our Process

The Bleakley Advantage.

At Bleakley Financial Group we aim to be different and believe that you will feel it. We focus on personal attention and independence for all our clients.

At Bleakley, we truly believe that Independence is key. Our firm structure and open architecture model seeks to ensure that the advice you receive is professional and fully personalized. Bleakley has no proprietary financial products, therefore we are able to provide independent advice.

We are also invested in forward‐thinking industry leadership. Internally, we are proud of our culture –small enough to be personal and large enough to be fully resourced and continually innovating to find customized strategies and solutions for our clients.

Founded in 1985, Bleakley Financial Group is well established among leading advisory firms serving clients’ financial planning and wealth management needs. We remain committed to the financial prosperity and legacy of our clients and the dedication to client outcomes that have enabled our firm to be successful.

We believe in making a lasting impression

Our Process

From individuals to families to business owners, our dedicated team of advisors know how to get the job done. After discussing your goals and current situation, they’ll work with you to design a plan that strives to turn your vision into reality.

At Bleakley Financial Group, we’re committed to your success. That’s why we provide each client with the following services:

A comprehensive plan and annual review of goals and objectives, a recap of progress made during the previous year, and the development of an action plan for the upcoming year

Regularly scheduled meetings to review investment strategies, performance, and progress

Periodic review of external accounts for continuity of strategy and risk tolerance assessment

Complementary coordination with other professional services that can help improve financial performance

Timely and attentive service with a designated account manager and rapid personal response to all inquiries

“Weekly Investment Report Newsletter” and monthly “Market Commentary”

Consultation and planning for the next generation

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