OnePoint BFG Wealth Partners.

A Community Where Relationships Come First.

We are more than a wealth management firm—we are a community. Founded on the belief that meaningful relationships drive better outcomes, we exist to deeply understand what matters most to our clients, advisors, and our team. We believe that when relationships come first, results follow.

Our trusted advisors are known for building lifelong partnerships with clients that go well beyond portfolio management. They coordinate every aspect of a client’s financial life with care, clarity, and purpose. And as colleagues, we support one another with the same commitment and energy we give to our clients.

Our Story.

Founded in 1985 as Bleakley, Schwartz, Cooney & Finney, the firm evolved from a traditional financial planning practice into a thriving, independent wealth management platform. In 2015, we transitioned to operating as Bleakley Financial Group, and by 2022, became a fully independent Registered Investment Advisor (RIA).

In 2025, we rebranded as OnePoint BFG Wealth Partners to reflect our growth, purpose, and commitment to providing a truly integrated, relationship-first advisory experience. Today, we serve thousands of clients across the country with a team of 180+ professionals and more than $12B in assets under management.

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

Our Mission.

To elevate lives through deeply personal financial partnerships that empower our clients, advisors, and team members to grow, thrive, and take life to the next level.

Our Core Values.

Clients First – Always with Integrity

We do what’s right, not just what’s easy. Every decision reflects our deep commitment to serving our clients with care, honesty, and excellence.

Culture Matters

We value our collaborative, family-like environment where people feel supported, connected, and empowered to do their best work.

Growth with Purpose

We grow by welcoming the right people — clients, advisors, and team members — who align with our culture, values, and long-term vision.

Making a Difference in Clients’ Lives

From services to systems to strategy, everything we build is designed to create meaningful impact to help clients grow, thrive, and live with greater confidence.

Transparent Communication

We believe in open, respectful, and honest dialogue with each other and with those we serve. Clarity builds trust, and trust builds everything else.

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.

Get to Know Our Team

Philanthropy

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Our experienced advisors can help you navigate your unique financial journey with personalized strategies. Schedule a consultation today to take the first step toward your
financial goals.

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A Community Where Relationships Come First.

Our Story.

Our Mission.