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Ascend Beyond Wealth

Realize next-level success with a financial
relationship built for life.
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The Feldman and Klein Team at OnePoint BFG

Wealth Management Advisor

Morris County
Serving Clients Nationwide
Financial Planning
Wealth Management
Document Review
Mark Feldman and his 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.
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Our Team

Lead ADvisor
Client Service Team
6-9-25 Bleakley-712-Juan Gomez

Juan Gomez

CLIENT SERVICE ASSOCIATE
A1_09583-Marlene Carpena

Marlene Carpena

LIFE COACH
Stephanie Lester OnePoint BFG

Stephanie Lester

DIRECTOR OF INSTITUTIONAL RETIREMENT ADMINISTRATIVE SERVICES
Adrian Morales OnePoint BFG

Adrian Morales

PLANNING & INVESTMENT ANALYST
A1_09650-Anthony Holden

Anthony Holden

ASSOCIATE DIRECTOR OF INVESTMENT RESEARCH
6-12-25 Bleakley-1120-Dimitri Grant

Dimitri Grant

SENIOR PLANNING & INVESTMENT ANALYST

Professional Specializations

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Comprehensive Financial Planning

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Portfolio Management

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Equity Compensation

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Estate Planning

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Risk Management

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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

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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
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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 your
financial goals.