• 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
  • Financial and Tax Advice that Makes Sense



    At the end of the day, it's what you keep that counts.

    Let's Talk
  • Helping you Pursue Financial Freedom

    Financial Freedom is more than just money.
  • Bring Us Your Vision, We'll Make It Happen

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

Our Process

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

Test your investment IQ

Many people remain under-informed concerning investing. Take our brief quiz...
More

A MESSAGE FROM KEVIN

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 as well as personalized tax strategies; 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!

READ MORE



  • CLIENT FOCUS

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

  • ELITE IRA ADVISOR

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

  • FIDUCIARY FOCUS

    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
Tax Planning

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 fiduciary advice, to investment and retirement planning, to tax planning - Bring us your vision, we'll help make it happen.

YOUR FINANCIAL PLANNING TEAM

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.



MEET OUR TEAM

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Bleakley Financial Group are separate entities 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.