Ascend Beyond Wealth
Realize next-level success with a financial
relationship built for life.
relationship built for life.
The Atlanta Team at OnePoint BFG Wealth Partners
Wealth Management Advisors
3715 Northside Parkway
Building 300, Suite 700
Atlanta, GA 30327
Serving Clients Nationwide
Building 300, Suite 700
Atlanta, GA 30327
Serving Clients Nationwide
For the families, executives, and business owners we serve, wealth represents confidence: confidence that your plan reflects what matters most to you, and that someone is minding the details so you do not have to. We build that plan first, then align your investments, tax strategy, and legacy around it. With decades of combined experience and the full resources of OnePoint BFG behind us, we become your single point of contact for the decisions that shape your family's financial life, from a liquidity event or business transition to the wealth you intend to pass on.
Areas of Expterise
Personal Financial Planning
Everything starts with a plan built around your life. We map your full financial picture, your goals, obligations, and the people who depend on you, then design a strategy that adapts as circumstances change. The plan becomes the reference point for every decision that follows.
Private Wealth Management
Your investments are managed in service of your plan. We build and oversee portfolios aligned to your goals, time horizon, and tolerance for risk, with disciplined review as markets and your life evolve. The aim is durable long-term growth and the preservation of what you have built.
Tax-Smart Planning & Investing
How wealth is structured can matter as much as how it grows. We coordinate investment, distribution, and planning decisions with tax efficiency in mind, working alongside your CPA and attorney so you keep more of what you earn.
Estate & Legacy Planning
For many of our clients, the most important question is what their wealth will mean for the next generation. We help you plan the orderly, tax-aware transfer of assets and coordinate with your estate attorney so your intentions are documented and honored.
Business Planning Solutions
Owners face a distinct set of decisions, from managing concentrated wealth to planning an eventual exit. We help align the value you are building in your company with your personal financial plan, and prepare for transitions well before they arrive.
Risk Management & Wealth Protection
Protecting wealth carries the same weight as growing it. We review the risks that could disrupt your plan and help you put appropriate protection strategies in place, so a single event does not undo years of progress.
ESG Responsible Investing
For clients who want their investments to reflect their values, OnePoint offers an approach that incorporates environmental, social, and governance (ESG) considerations. We help you explore opportunities to invest responsibly while still pursuing your financial objectives. ESG investing is about aligning your portfolio with what matters most to you.
Life Coaching
Financial planning is just one part of a fulfilling life. OnePoint’s life coaching services are designed to help clients gain clarity, set meaningful goals, and navigate personal challenges. Whether you're seeking direction, motivation, or a deeper sense of purpose, our coaching approach supports your journey toward a more intentional and empowered life.Our Mission
We exist to help the families, executives, and business owners we serve move through life's financial decisions with clarity and confidence. That means knowing you well enough to give advice that fits your life, and being present for the moments that matter most.
We are committed to:
- Listening first, so our advice reflects your goals, your obligations, and the people who depend on you
- Building a plan that adapts as your life and the markets change
- Coordinating with your CPA, attorney, and other advisors so the pieces of your financial life work together
- Communicating openly, in plain terms, especially when the answer is a difficult one
- Standing beside you for the long term, as a steady point of contact through every stage
Our measure of success is simple: that you feel understood, well advised, and confident in the plan we have built together.
The OnePoint BFG Advantage
When you work with us, you have a dedicated team that knows your situation, supported by the depth of a national wealth management firm. That combination shapes everything about the experience you can expect.
Personal attention, by design. You work directly with advisors who know your name, your family, and your goals. The relationship is built on access and continuity, so the people guiding your most important decisions are the same people who answer when you call.
Advice that answers to you. As part of a fiduciary, independent firm, our guidance is built around your interests. We are not steered toward proprietary products, which gives us the freedom to recommend what we believe fits your plan.
The resources of a larger firm. Behind our team sits OnePoint BFG's investment research, financial planning, and specialist resources. You get the intimacy of a focused team with access to capabilities and sophisticated strategies more often associated with much larger institutions.
Coordination across your financial life. We work alongside your CPA, attorney, and other professionals so the moving parts of your wealth stay aligned. One point of contact, one coherent plan, fewer things falling through the cracks.
Our Values
Planning Comes First
Every recommendation we make traces back to your plan and your goals. Before we discuss any investment or strategy, we take the time to understand your full financial picture and what you want your wealth to accomplish.
Candid Counsel
You deserve straight answers, including when the honest answer is not the easy one. We tell you what we believe, explain the reasoning in plain terms, and respect that the decisions are yours to make.
A Relationship Built to Last
We aim to be your first call when something important happens, from a sale or a job change to a question about the next generation. Our work is measured over decades, and we are here for the long arc of your financial life.In the News
7 min read
Before You Sign the LOI: The 7 Planning Moves That Vanish
The 7 Planning Moves That Vanish Once the Deal Closes A sale has two numbers. The one printed on the term...
Jul 2026
2 min read
Liquidity Event Planning for Business Owners
ONEPOINT BFG WEALTH PARTNERS Liquidity Event Planning for Business Owners Master the transition from...
Jul 2026