Bleakley Financial Group

Today, our team celebrates joining forces with Rise Growth Partners. Many will ask – why Rise? There are three main reasons: capital, expertise and cultural fit. Rise Growth Partners shares our commitment to growth, creating financial security for clients and fostering an exceptional work environment for employees. Our goal is to build upon our mutual strengths and drive lasting success together. Andy Schwartz, CFP®, Principal of Bleakley, shared with Diana Britton of WealthManagement.com, “We wanted more than just money because it wasn’t about how much money we could make now. We wanted expertise. We wanted people who are truly top of their game — professionals I couldn't afford to have on our own P&L. Joe put together an incredible team of experts.” #wealthmanagement #growth #RIA

“As a firm built by advisors for advisors, our focus has always been on growth. We take pride in consistently delivering high-caliber planning and investment strategies to our clients,” said co-founder Andy Schwartz, CFP® in a statement. Read the rest ⬇️

🍼💰 Welcoming a new baby brings both joy and new financial responsibilities. Explore our latest guide with practical tips on budgeting, managing medical expenses, and planning for your family's future. Article by Yousef Khan #FinancialPlanning #NewParents #FamilyFinance #BudgetingTips #Parenthood #FinancialWellness

We're excited to announce the partnership with Bleakley Financial Group marks a significant milestone in our mission to be the ultimate growth partner for exceptional advisory firms. Bleakley exemplifies the client-centric, advisor-focused culture that aligns perfectly with our vision at Rise to create the next generation of lighthouse brands. We are excited about the journey ahead and are eager to witness continued growth. Thank you to Wealth Solutions Report for the continued coverage of this exciting news. https://lnkd.in/gNsymTKS #RIA #wealthmanagment

Peter Boockvar, CIO at Bleakley Financial, shares his insights on the Fed's upcoming moves and what it means for the markets. From potential rate cuts to the impact of economic data, get the latest take. 🎥 Watch the video for more details. #MarketInsights #FederalReserve #Finance

Congratulations to our portfolio company Rise Growth Partners on announcing its first RIA partnership, with Bleakley Financial Group. Bleakley is a wealth management firm with over 30 years of experience providing customized financial planning services to clients nationwide, servicing nearly $10 billion in advisory assets today. As a strategic partner and growth accelerator for mid-sized RIAs, Rise will actively engage with Bleakley’s management to drive organic growth initiatives, operational best practices, and advisor recruitment. Learn more: https://lnkd.in/eXfpTwBr

We’re excited to welcome Ryan Beck to the Rise Growth Partners team! Ryan has nearly two decades of experience in M&A and platform developement. As Terri Kallsen CFP ® stated, "Ryan’s contributions will reinforce Rise's commitment to being the ultimate growth partner for exceptional advisory firms and strengthen's Rise's position as a synergistic growth party in the industry." Welcome aboard, Ryan! We’re looking forward to all the great things we’ll accomplish together. Thank you Citywire for covering the news. #WealthManagement #TeamRise #WelcomeRyan https://lnkd.in/gXS4YMRM

Considering a move to a new state? 🏡 Relocating is a big decision—make sure you're fully prepared by considering key factors like housing costs, job opportunities, and lifestyle changes. Check out our latest guide for insights that can help you plan a smooth transition. #Relocation #MovingTips #FinancialPlanning

Unlock the full potential of your employer benefits! 🌟 As a young professional, making informed decisions about 401(k) plans, HSAs, and other key benefits can shape your financial future. Check out our latest article by Patrick Torney, CFP® on navigating these essential considerations. ⬇️💼 #youngprofessionals #employerbenefeits #newcareer

Congratulations to Nathan Barbakoff for being recognized on Forbes' prestigious Best-In-State Next-Gen Advisors list! This achievement is a testament to Nathan's profound dedication and exceptional work in guiding our clients toward their financial goals. We are proud to have you as part of the Bleakley Financial Group team!