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The OnePoint Experience

What clients value most. The stories behind it. And the planning-led approach that delivers it.

Our Story.

Founded in 1985 as Bleakley, Schwartz, Cooney & Finney, the firm evolved from a traditional financial planning practice into a thriving, independent wealth management platform. In 2015, we transitioned to operating as Bleakley Financial Group, and by 2022, became a fully independent Registered Investment Advisor (RIA).

In 2025, we rebranded as OnePoint BFG Wealth Partners to reflect our growth, purpose, and commitment to providing a truly integrated, relationship-first advisory experience. Today, we serve thousands of clients across the country with a team of 160+ professionals and more than $10B in assets under management.

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2 min read

Welcoming Theo Kuczarski and Mark Hoffman

The additions of Theodore Kuczarski and Mark Hoffman deepen OnePoint BFG’s planning capabilities and...
Sep 2026
3 min read

Commodities, Not Complacency: Peter Boockvar on Wall Street Bullion

CIO Peter Boockvar returned to Wall Street Bullion this month for a wide-ranging discussion with host Ivan on...
Sep 2026
4 min read

Scale Is Not Growth: Four Decades of Lessons in Building an Advisory Enterprise

Andy Schwartz, CFP®, joined Bill Cates on the Top Advisor Podcast™ to discuss what it actually takes to build...
Sep 2026