A complete list of active advisors currently associated with Bleeck Financial Management, Inc.

Warmer can help you find a great advisor at Bleeck Financial Management, Inc. or one who fits your needs even better.

Bleeck Financial Management provides discretionary investment supervisory services and consultative investment advice to a mix of individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, corporations, and pension or profit‑sharing plans. As of December 31, 2025 the firm reported approximately $77.6 million in discretionary assets under management and delivers regular account reporting and reviews. The firm uses a blend of charting, cyclical, fundamental and technical analysis and implements both long‑term and short‑term strategies tailored to each client’s circumstances, with periodic monitoring and quarterly and annual in‑depth reviews. Reviews specifically address tax and estate planning, insurance, pensions and other financial planning areas, and the firm may accept limited trading discretion to effect transactions on clients’ behalf. What is distinctive is that the advisory practice is also operated as a licensed Certified Public Accountant and Personal Financial Specialist practice, with a portion of time devoted to accounting services, a combination that is uncommon among peers. The firm’s client base includes corporate and institutional‑type accounts—business entities and pension/profit‑sharing plans—which is less typical for similarly sized independent advisory firms.

To learn more about the advisors currently working at Bleeck Financial Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.