OnePoint BFG Wealth Partners At-A-Glance

With origins dating back to 1983 as a Northwestern Mututal district office, the firm has evolved over more than four decades from a traditional planning practice into a fully independent, SEC-registered investment adviser and integrated wealth management platform.*

In 2015, the firm transitioned to operating as Bleakley Financial Group LLC, a DBA under Private Advisor Group, before becoming fully independent in 2022.

In 2025, the firm rebranded as OnePoint BFG Wealth Partners to reflect its continued growth, purpose, and commitment to delivering a relationship-first advisory experience built around a single point of coordination for clients’ financial lives.

16B

AUM

40+

YEAR LEGACY

OFFICE LOCATIONS

STATES ACROSS
THE COUNTRY

220+

MANAGEMENT &
SUPPORT STAFF

Office
locations

States Across
the Country

Arizona, Colorado, Georgia, Florida, Idaho, Illinois Massachusetts, Michigan, Minnesota, New Jersey, New York, Pennsylvania, Rhode Island, Texas, Virginia

Dually Registered,Multi-Custodian Platform

Wealth Management That Starts With You & Elevates Everything.

At OnePoint BFG Wealth Partners, wealth management begins with a deep understanding of who you are, what matters most, and where you want to go. It’s not just about returns—it’s about helping you live with clarity, confidence, and purpose.

The OnePoint Plan aligns your financial strategy with what matters most. We start with your goals, values, and aspirations — then build a comprehensive financial roadmap to help you live the life you're envisioning. This integrated plan serves as the foundation for every recommendation and decision ahead.