Ascend Beyond Wealth
Realize next-level success with a financial
relationship built for life.
relationship built for life.
.jpg?width=1000&height=665&name=shutterstock_399741505%20(1).jpg)
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
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
5 min read
From Teaching to Doing: Money Lessons for Ages 9 to 13
Picture opening your latest bank statement and finding five hundred dollars in charges from a video game...
Aug 2026
5 min read
Small Hands, Lasting Habits: Four Money Lessons for Ages 5 to 8
A client shared this exchange with us about a year ago, and it still makes us smile... Daughter (8): "Dad, I...
Aug 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.