Ascend Beyond Wealth.

Realize next level success with a financial relationship built for life.

Our new name says it all: OnePoint. We exist for a single, clear purpose, which is to truly understand what matters most to you and then deliver on it. At the heart of everything we do are the genuinely personal connections to our clients—they’re the foundation of our firm and the anchor for every service we provide.

OnePoint advisors are known for forging personal and lifelong relationships that extend far beyond money and portfolio management. In fact, they become the first call for many of life’s important decisions. When clients are ready to take their wealth, and their life, to the next level, we are the one point of contact to help them get there.

Connect With an Advisor
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Bob Smith

Next-Level Wealth Begins with Next-Level Wealth Advisors.

Your success depends on the team you depend on. Which is why we’ve assembled an elite group of top-tier advisors, resulting in:

12B

AUM

40

Year Legacy

96%

Client Satisfaction

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Award-Winning Advisors

OnePoint BFG Wealth Partners manages over $12 billion in advisory assets for our clients. (As of 6.30.25) 

In our September 2024 Client Experience Survey, we received a 96% satisfaction rating from respondents. The survey was distributed to approximately 8,600 clients, representing about 90% of our total client base. While not every client participated, the feedback offers a strong indication that our service is aligned with client expectations.

The following advisors have been ranked by either Forbes/Shook Research or Barron's: Michael Axelrod,  Nathan Barbakoff, Jack Cooney, Frank Lepore, John Mara, Jeffrey Miller, John Patterson, Andy Schwartz, Scott Schwartz, Lyle Weintraub, and Richard Wright Jr.

Our One Touch Approach.

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Your OnePoint Wealth Advisor
One trusted relationship at the center of it all.

Your journey starts with a dedicated advisor who brings deep planning expertise and a personal understanding of what matters most to you. A single point of contact, they coordinate every aspect of your financial life and guide you with clarity, care, and purpose.

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Your OnePoint Ascend Team
Specialized expertise—when you need it most.

Your advisor seamlessly brings in the right experts at the right time to elevate every aspect of your life. From investment specialists to tax and estate strategists to life coaches, they help turn complexity into clarity, so you can move forward with confidence.

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Your OnePoint Plan
Your life evolves - your plan should too.

Your financial life doesn’t exist in a silo and neither should your plan. Your advisor takes a complete view of your financial world, aligning it with your goals, values, and the life you’re building. The result is a forward-looking plan designed to grow and adapt as you ascend.

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Our Specialized Services.

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For Business Owners

Because your personal and professional lives are deeply connected, we help you navigate every stage of growth, from scaling to succession, with integrated strategies for liquidity, tax efficiency, and legacy planning. Serving as a strategic partner, your advisor helps protect what you’ve built and unlock what’s next.
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For Corporate Executives

Your life is complex, and your time is limited. From equity compensation and concentrated stock to cash flow, tax, and retirement strategy, we bring clarity to complexity. With an advisor coordinating your financial picture, you stay focused on leading while we help optimize your long-term potential.
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Multigenerational Families

Wealth is about more than money—it’s about legacy, values, and connection. We help families manage and grow wealth across generations with thoughtful planning around education, estate strategies, philanthropy, and shared decision-making. Your advisor becomes a trusted partner to your entire family, helping align priorities and preserve purpose.

Testimonials

"My OnePoint advisor helped me understand my finances during a turbulent time after my father passed away, which allowed me to regain a sense of control. They worked closely with our accountant and helped guide me through the transition from full-time work to self-employment. These are significant life changes, and as someone who deals with high levels of anxiety, it’s crucial for me to know that I have a plan with professionals supporting me."

Ames

Attorney
"They are wonderful communicators. They have a unique ability to turn a complex problem into something visual, and explain it in a language that I can understand. They are also very detailed and great at navigating complex stuff like the tax code or estate planning."

Marvin

Accountant

“I have been a client of Bleakley for approximately seven years.  During that time, I can state without qualification, that I have been extremely satisfied with Bleakley's process.  The advisors are very knowledgeable and extremely responsive to my questions and needs.  The advisors that I have worked with take the time to explain my financial situation and more importantly, listen to my goals and objectives.  The result is that I have a financial plan tailored to meet my specific needs.  ”

Steven

Retired Executive

“We are grateful for the financial confidence we’ve built with your support. Being financially conservative and prudent has been important, but your insights have helped us navigate more complex aspects of planning so we can pursue a more comfortable retirement.”

Michael

Retired MD

Testimonials displayed are provided by current clients of OnePoint BFG and reflect their personal experiences with our financial professionals. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonials. These views may not be representative of the views of other clients and are not indicative of future returns. 

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advisors
Top Independent High-Net Worth Advisors
Honored for excellent service to our high-net worth clients by InvestmentNews.
2025
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Top RIA Firms
Ranked #88 on Forbes’ list of “America’s Top RIA Firms.”
2024
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Top Wealth Advisors

Forbes Best-In-State

M. Axelrod, J. Cooney, F. Lepore, J. Mara, J. Miller, J. Patterson, A. Schwartz, S. Schwartz, L. Weintraub, and R. Wright.

2025

Data provided by SHOOK®Research, LLC. Data as of 3/31/24 Source: Forbes.com (October, 2024). Forbes America’s Top RIA Firm's ranking was developed by SHOOK Research. RIA Firm refers to those that are registered directly through the SEC as a registered investment advisor, those that file their form ADV within a corporate umbrella, or recognized practice groups associated with such a firm under a corporate umbrella. Rankings are based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each firm’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and firm, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

The Forbes Best-In-State Wealth Advisor and Forbes Top 250 Wealth Advisor rankings were developed by SHOOK Research. Any Forbes rankins were issues to individuals based off reported data from previous calendar year. These rankings are based on in-person and telephone due diligence meetings and a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee from OnePoint BFG Wealth Partners in exchange for these rankings.

The InvestmentNews Top Independent High Net Worth Advisors award was developed by InvestmentNews. This award was issued to Bleakley Financial Group (“Bleakley”) in 2025 based off data provided in Bleakley’s ADV filing in October of 2024. InvestmentNews does not receive a fee from Bleakley Financial Group, LLC in exchange for these rankings. The InvestmentNews Top Independent HNW Advisors ranking is based off is based on our outstanding performance in Assets Under Management and exemplary service to high-net-worth clients.