“For a partnership to be successful, 3 things need to be true: you need to be happier, you have to grow faster, and your practice has to be more valuable than it would have been had you stayed on your own.”
—Andy Schwartz, Co-Founder
Honesty, ambition, and a shared desire to take your practice and our firm to the next level is the lens through which we approach every advisor relationship.
Meet the Team - Real Stories of Growth.
After exploring numerous options in the industry, Bleakley stood out as the ideal partner. Here, I found a collaborative and highly capable team, along with a flexible infrastructure that empowers me to deliver truly customized solutions. Whether clients need traditional wealth management or more sophisticated offerings like 10b5-1 plans, exchange funds, alternative investments, or tax-managed strategies, I now have the resources to serve them efficiently and transparently. The results speak for themselves: my business has grown 3x in AUM since making the transition.
Tre Urso
Wealth Management Advisor
Since joining OnePoint BFG, my advisory business has tripled — the move has been a strong driver of growth. With access to a wider range of solutions and the expertise of the Think Tank, I’m able to focus more on deepening client relationships and building my practice. OnePoint provides a robust financial planning platform with meaningful resources in legal, life coaching, and technology. It’s a boutique environment that allows me to maintain the independence of my practice while benefiting from the support of a collaborative, professional team.
Lyle Weintraub
Wealth Management Advisor
Today, we’re able to deliver more comprehensive, tax-efficient wealth management solutions, including estate document reviews and life coaching services, further enhancing the value we provide to clients. What truly sets OnePoint BFG apart is the alignment between the firm and our practice; their culture of care, respect, and partnership extends across every level of the organization, no matter where you’re located. It genuinely feels like the firm views the advisors and their teams as clients.
John Mara
Partner, Wealth Management Advisor
Making the move after 22 years at a wire house wasn’t a decision I took lightly—but Bleakley made it feel right from the start. It’s a firm run by advisors, for advisors. I now have true ownership of my practice, the autonomy to run it my way, and access to scalable support—from planning and proposals to HR and operations. I’m fully client-facing again, doing my best work for the people I serve best.
Lyle Rosman
Wealth Management AdvisorResources to Ensure Next Level Success:
Honesty, ambition, and a shared desire to take your practice and our firm to the next level is the lens through which we approach every advisor relationship.
Transition & Integration Team
A hands-on team ensures a smooth client, team, and platform transition—without disruption.
Chief Growth Officer &
Advisor Experience Leader
Dedicated to your practice growth from day one—and long after you're onboard.
Centralized Services
Centralized trading, money movement/raising cash, investment operations and additional client service associate support.
Technology & Ops Support
From trading to billing, we handle the back office so you can focus on what matters.
Advisor Council & Peer Network
Plug into a community of top advisors sharing insight, innovation, and inspiration.
Growth Culture
Bonus programs, coaching, and pipeline tracking designed to support momentum and results.
Growth Support
Build visibility with branded content, PR, and a national presence to elevate your brand.
Client Engagement & Lead Tools
Tools and surveys to strengthen client relationships and identify new opportunities.
HR Support
Recruiting, performance management, and career pathing to fuel your high performing, engaged team.
A Thoughtful Process, Tailored to You.
Evaluation
What Matters Most to You
We start with a real conversation, not a checklist, about what drives you. What does success look like in your next chapter? What do you want more or less of? We want to understand your vision and goals so we can explore if we’re the right partner to help you grow.
Evaluation
Is This the Platform for Your Potential?
This is where transparency and curiosity meet. You’ll get a front-row seat to our platform, people, and philosophy. Together, we’ll explore whether OnePoint can amplify your growth, elevate your client experience, and align with how you want to lead.
Economic Alignment
Making the Value Work
Let’s make the numbers clear and transparent. We work closely with you to shape an economic structure that reflects your values, supports your goals, and rewards your growth over time. It’s not just about today, it’s about building something enduring.In the News
Jul 2025
Increased tariffs going to flow through supply chain and inflation data, says Bleakley's Boockvar
In his role as Chief Investment Officer, Peter leads the team that is responsible for the development,...
Jul 2025
