Fairfield-based Bleakley Financial Group expanded its reach this week by affiliating with Hittinger Financial, a Pennsylvania-based wealth management practice that serves clients throughout Pennsylvania and Virginia.
Hittinger Financial’s provides financial strategies to clients throughout all phases of life, with investment advice and personalized retirement plans for business owners and community members.
“I’ve always believed that the needs of the client come first. As the business has grown, so have the unique needs of my clients. Partnering with Bleakley gives us the opportunity to expand the ways in which we can positively impact the financial lives of our valued clients,” said Kevin Hittinger, Hittinger Financial’s chartered financial consultant.
This expansion is part of Bleakley’s mission to affiliate with other independent financial groups. Bleakley, which currently has approximately $3.5 billion in assets under advisement, has a team of over 100 investment professionals with a small client-to-advisor ratio.
“The two companies share many core values around client service, a robust planning process and active client engagement,” said Vince Nauheimer, Bleakley’s managing director.
“We are confident that this affiliation will open up opportunities for Kevin to serve his clients in new ways and allow him to expand his ability to help more families in the Lehigh Valley area,” said Andy Schwartz, co-founder and principal of Bleakley Financial.