Ascend Beyond Wealth
Realize next-level success with a financial
relationship built for life.
relationship built for life.
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The Feldman and Klein Team at OnePoint BFG
Wealth Management Advisor
Morris County
Serving Clients Nationwide
Serving Clients Nationwide
Mark Feldman, Michael Klein, and their team provide comprehensive wealth management services to their clients. They are dedicated to cultivating relationships based on mutual trust and respect, all while striving to turn their clients' financial aspirations into reality.
Our Team
Professional Specializations
Comprehensive Financial Planning
Portfolio Management
Equity Compensation
Estate Planning
Risk Management
Retirement Planning
Philosophy,
of Service
"My goal is to work with my clients, building enduring relationships rooted in mutual trust and respect. Once established, I want my clients to feel confident knowing I have a clear understanding of their financial dreams and have committed myself to creating a system that works towards making these dreams a reality."
- Mark Feldman, Partner
Community
Involvement
Our team is dedicated to helping our local communities by contributing and volunteering to charities that are focused on improving education, services for veterans, or helping those who are less fortunate.
- Board of Trustees - Center for Great Expectations (Women's Shelter, Somerset, NJ)
- Delbarton School - Board of Finance & Audit; Alumni Association
- Music Ministry - Christ the King Parish
- The Friendly Sons of St. Patrick of Morris County, NJ
- Wreaths Across America
Market & Planning Insights
9 min read
2026 Year-End Tax Planning
As we start the fourth quarter in 2026, there’s still time to make smart year-end decisions that can shape...
Oct 2026
2 min read
Financial Advice is Finally Getting its Due
According to new research from Cerulli Associates, 68% of affluent investors now believe financial advice is...
Oct 2026
7 min read
Ready to Launch: Money Lessons for the High School Years
When children are small, parents make every call... From what is for dinner to where the family lives to how...
Sep 2026
Connect With An Advisor to Learn More
Our experienced advisors can help you navigate your unique financial journey with personalized strategies. Schedule a consultation today to take the first step toward yourfinancial goals.