A Note for You
From the OnePoint BFG Team
One Year as OnePoint BFG
A year ago, Bleakley Financial Group became OnePoint BFG Wealth Partners. Our name reflects our purpose: to serve as your one trusted point of contact as your goals, priorities, and life evolve.
OnePoint BFG
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One Year as OnePoint BFG

A year ago, Bleakley Financial Group became OnePoint BFG Wealth Partners. Our name reflects our purpose: to serve as your one trusted point of contact as your goals, priorities, and life evolve.
The Same Trusted Relationship —
With More Behind It
While our name has evolved, the relationships, values, and people you trust have not. What's changed is the depth of support behind them. Here's what that means for you.
Broader
Expertise
Internal specialists across investments, planning, tax, and estate
Enhanced
Technology
For clearer planning and more transparent reporting
Designed
to Endure
Built to serve your family across the next generation and beyond
Our Commitment to You

The values behind every conversation

Personal
Known, Heard,
Understood
Thoughtful
Intentional,
Aligned
Adaptive
Evolves as
Life Changes
Proactive
Anticipating,
Not Reacting
Collaborative
Solutions Built
Together
Trusted
Transparent
Partnership
A Few Numbers from the Year

Built to support you, at scale

$16B
in client assets under our care1
0%
client satisfaction rating2
0+
Year Legacy3
0+
States1
0+
Advisors1
0+
Team Members1
The OnePoint BFG Platform

Everything You Have Access To

The attention of a boutique practice backed by national-level resources — built to serve families across generations.
Financial Planning
Scenario modeling & outside asset review
Investment Management
Vetted funds, ETFs & alternatives
Proprietary Strategies
Benestar, GMAS, SMAs & direct indexing
Tax Planning
Coordination & tax-efficient strategies
Risk Management
Options, collars & tax-loss harvesting
Retirement Planning
Social Security, Medicare & distributions
Estate & Legacy
Wills, trusts & tax-efficient transfer
Insurance & Banking
Lending, liquidity & protection
Charitable Giving
Strategies aligned with your values
Education Planning
College funding & 529 strategies
Next-Generation Planning
Preparing the family for what comes next
Retirement Plan Management
Held-away 401(k)s & institutional plans
Professional Coordination
Working with your CPA & attorney
Communication & Insights
Check-ins, reviews & ongoing perspective
Identity Protection
Monitoring & fraud prevention
Life Coach Access
Guidance through major transitions
Looking Ahead

The work continues

We're continuing to invest in the people, technology, and capabilities that help us serve you well — for this year and the ones that follow.

Thank you for your trust.

We're always here to talk.

OnePoint BFG Wealth Partners · onepointbfg.com

1 As of March 31, 2026.

2 In our January 2026 Client Experience Survey, we received a 97% satisfaction rating from respondents. The survey was distributed to approximately 8,700 clients, representing the primary client and their spouse for the households of the investment advisor representatives with the firm as of Q3 2025. While not every client participated, the feedback offers a strong indication that our service is aligned with client expectations.

3 Origins of the firm date back to 1983 as a Northwestern Mutual district office. Starting in 2015, the firm transitioned to operating as Bleakley Financial Group LLC, a DBA under Private Advisor Group, until becoming a fully independent, SEC registered investment adviser in 2022. The firm rebranded as OnePoint BFG Wealth Partners in July 2023.

OnePoint BFG may recommend the services of other professionals for certain non-investment implementation purposes (i.e., attorneys, accountants, insurance, etc.) and/or third-party providers through other, non affiliated firms. The client is under no obligation to engage the services of any such recommended professional or provider. The client retains absolute discretion over all such implementation decisions and is free to accept or reject any recommendation from OnePoint BFG in this regard. Please Note: If the client engages any such recommended professional or vendor as set forth above, and a dispute arises thereafter relative to such engagement, the client agrees to seek recourse exclusively from and against the engaged professional or vendor. In addition, the client is entering into an agreement with the recommended professional or vendor and therefore should perform their own due diligence on any recommended professional. OnePoint BFG does not offer legal or tax advice.

OnePoint BFG Wealth Partners ("OnePoint BFG") often uses Artificial Intelligence ("AI") in the generation of marketing and advertising such as the above. OnePoint BFG and its employees are bound by all applicable Firm policies and procedures when using AI. AI is subject to risks and limitations. OnePoint BFG has established policies and procedures to ensure all AI generated material goes through human review prior to dissemination. For additional information regarding AI, please refer to OnePoint BFG's ADV 2A.

Investment advisory and financial planning services offered through Bleakley Financial Group, LLC, an SEC registered investment adviser, doing business as OnePoint BFG Wealth Partners (herein referred to as "OnePoint BFG").