• 514 Fullerton Avenue      
    Whitehall, PA 18052

  • Mon. - Thurs. 8:30 am to 5:00 pm      
    Friday 8:30 am to 4:00 pm
    Or by appointment
  • It's What You Keep That Counts

    Financial AdviceThat Makes Sense

    Let's Talk
  • Specializing in Answers to Tough Questions

    Concerning Retirement, Tax Strategies, Investing, and Insurance
  • Financial Freedom is More Than just Money

    Helping You Pursue Financial Freedom

Our Process

We adhere to a simple and inclusive client interfacing approach that engages you...

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My firm is built on the time-honored American values of TLC - trust, loyalty and credibility. I aspire to provide a high standard of financial knowledge and acumen; thereby earning an esteemed reputation among our clients and throughout the financial industry. My goal is to assist you in creating financial stability by effectively managing your financial opportunities and challenges so that you can pursue the things that matter most in life to you!



    Our financial planning process is client-focused and adapts and changes as your life progresses. MORE


    You need an IRA specialist to ensure that your IRAs are setup and maintained correctly. MORE


    Acting as a responsible fiduciary has been a staple of our practice since inception. MORE

Our Services

Specializing in answers to tough questions about retirement, tax strategies, investing and insurance.

Investment Planning
Investment Planning

Investment planning is the process of matching your financial goals and objectives with your financial resources.

Tax Planning Strategies
Tax Planning Strategies

Tax planning is the analysis of a financial situation to ensure that all elements work together to allow you to pay the lowest taxes possible.

Retirement Planning
Retirement Planning

The process of determining retirement income goals, risk tolerance, and the actions and decisions necessary to achieve those goals.

Our Approach

We Listen - Listening and discovering your needs, concerns, and goals.

We Provide - Providing in-depth financial education and advice.

We Respect - Respecting your assets and risk tolerance.

We Collaborate - Seeking collaborative solutions when challenges arise.

We Monitor - Monitoring your progress.

We Communicate - Communicating frequently with clients and team members.

Client Focused

Not all financial advisors are created equal. We believe you deserve the very best. Bleakley Financial Lehigh Valley provides a collaborative partnership designed to create a positive experience for both our clients and for us. From financial advice, to investment and retirement planning, to tax planning - Bring us your vision, we'll help make it happen.


Our team of professionals have years of experience in financial services.
We can help you address your needs of today and for many years to come.
We look forward to working with you.


514 Fullerton Avenue, Whitehall, PA 18052 - Contact Us: Phone/Fax 610.433.7567

Advisors associated with Bleakley Financial Group, LLC may be: (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, (2) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC and investment advisor representatives of Bleakley Financial Group, LLC; or (3) solely investment advisor representatives of Bleakley Financial Group, LLC, and not affiliated with LPL Financial. Investment advice offered through Bleakley Financial Group, LLC, a registered investment advisor and separate entity from LPL Financial.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

You are under no obligation to use the services of any strategic partner and may choose any qualified professional to provide CPA, legal, tax services. Neither Bleakley Financial Group nor LPL Financial provide legal, tax, or accounting advice or services. Please consult your legal advisor regarding your specific situation.

Insurance products and services are offered through various insurance agents and/or agencies. Insurance products and services are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency, and may go down in value. Not all insurance products and services are available in all states. Investment advisory services offered through Bleakley Financial Group, LLC.

Websites linked are not under the control of Bleakley Financial Group, LLC and it is not responsible for, nor does it certify or endorse, the content of any linked site. Links are provided for educational and information purposes only.

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