Experience Matters

For more than 30 years, Bleakley Financial Group has been providing customized financial planning and wealth management services to a diverse array of clients across the country. As an independent firm, we pride ourselves on delivering personalized guidance to fit the goals and lifestyle needs of each customer.

With more than three decades of experience, our state-of-the-art financial planning comes with a personal touch. Our team consists of more than 100 investment professionals, from financial advisors and research assistants to client support associates.

We’ve created a collaborative culture of innovation and excellence that’s unmatched in the industry. At Bleakley Financial, you’re our top priority, and we’re committed to turning your financial vision into reality.

Support

Get in the tank and join the conversation.

Bleakley Financial Group’s Chief Investment Officer, Peter Boockvar is a 25-year industry veteran whose investment philosophy, global outlook and market insights give Bleakley advisors the valuable support they need to uniquely support you.

Peter Boockvar is solely an investment advisor representative of Bleakley Financial Group, LLC, and not affiliated with LPL Financial.

A wealth of support around your entire financial picture.

As part of our financial planning process, we find it critical that we take into account our clients’ entire financial picture to ensure it aligns with their overall goals. The purpose of this review is to provide our clients with valuable feedback that they can then discuss with a legal professional.

This includes a discussion of the following documents:
•  Trusts
•  Wills
•  Business Agreements
•  Tax Docs
•  Power of Attorney
•  Divorce Decrees

Bleakley Financial Group and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.

We can all use a little coaching sometimes.

It’s not easy dealing with financial stresses on a normal day. Add a big move, divorce, job loss or the death of a loved one, and it can be more difficult than ever to see the light at the end of the tunnel. That’s why you’ll have life coaching services at the ready to help you navigate the ups, downs and everything in between.

Advice & Insights

Feed your portfolio with fresh insights.

It’s about more than diversifying your portfolio. You also have to diversify your sources of insight so you can have a range of tools, expertise and approaches to inform the choices you make. Start here.

Get the news before it’s on the news.

We can’t see into the future. But having the support and analytical expertise of Peter Boockvar—backed by years of experience devoted to the futures market—we can help you get pretty close. As a guest contributor on CNBC, Peter regularly offers insights on global economic trends and markets.

We’re ready
to listen.

We’d love to hear from you.
Please reach out with any questions.