Ascend Beyond Wealth
Realize next-level success with a financial
relationship built for life.
relationship built for life.
The McKiernan Team at Bleakley Financial Group
Wealth Management Advisor
Morris County
Serving Clients Nationwide
Serving Clients Nationwide
Our vision is to be the trusted partner in our clients' financial journeys, empowering them to help achieve their dreams and financial goals. We envision a future where every client we serve experiences financial independence, prosperity, and the freedom to live life to the fullest. We are committed to staying at the forefront of financial innovation, delivering white glove service, and making a positive difference in the lives of the individuals and families we serve.
Personal Financial Planning
Cash Flow and Retirement Scenario Analysis
Income Tax Planning Strategies and Coordination
Risk Management and Asset Projection Strategies
Retirement Income Distribution Planning
Estate Planning Strategies and Charitable Giving
Multi-Generational Wealth Counseling
Private Wealth Management
Risk Assessment and Goal Targeting Profile
Rigorous Evaluation of Existing Portfolio
Customized Portfolio Construction
Ongoing Portfolio Opimization
Additional Services
Business Planning Solutions
Institutional Services
Medicare Planning
Document Review
Life Coaching
Responsible Investing
In the News
Jul 2025
May 2025
May 2025
Our Commitment to Community.
Community is at the core of who we are—not just within our firm, but where we live and serve. Each one of us is actively engaged in giving back, supporting local nonprofits, mentoring youth, and participating in civic and charitable events. We believe strong communities help individuals rise and we’re proud to contribute to that impact wherever we can.
Connect With An Advisor to Learn More
Our experienced advisors can help you navigate your unique financial journey with personalized strategies. Schedule a consultation today to take the first step toward yourfinancial goals.