img-3

Ascend Beyond Wealth

Realize next-level success with a financial
relationship built for life.
shutterstock_2467969699 (5)

The McKiernan Team at OnePoint BFG Wealth Partners

Wealth Management Advisor

Morris County
Serving Clients Nationwide
Financial Planning
Wealth Management
Estate Planning
Michael McKiernan has been guiding individuals, families, and business owners through their financial journeys for more than 35 years. Drawing on decades of experience, he works closely with clients to clarify their goals, develop personalized strategies, and navigate complex financial decisions. Michael provides a disciplined, relationship-driven approach to wealth management, helping clients plan for and adapt to life’s most important milestones.

Our Team

Lead Advisor
Our Team
6-12-25 Bleakley-1636-Laurie Kokos

Laurie Kokos

CLIENT SERVICE ASSOCIATE
Stephanie Lester OnePoint BFG

Stephanie Lester

DIRECTOR OF INSTITUTIONAL RETIREMENT ADMINISTRATIVE SERVICES
A1_09650-Anthony Holden

Anthony Holden

ASSOCIATE DIRECTOR OF INVESTMENT RESEARCH
6-12-25 Bleakley-1328-William Spellman

Bill Spellman, CIMA®

SENIOR PLANNING & INVESTMENT ANALYST
6-12-25 Bleakley-1120-Dimitri Grant

Dimitri Grant

SENIOR PLANNING & INVESTMENT ANALYST
Ronnie Capellan

Ronnie Capellan

PLANNING & INVESTMENT ANALYST

Personal Financial Planning

stat-card

Cash Flow and Retirement Scenario Analysis

bg-img2

Income Tax Planning Strategies and Coordination

bg-img1

Risk Management and Asset Projection Strategies

bg-img3

Retirement Income Distribution Planning

bg-img5

Estate Planning Strategies and Charitable Giving

image-19

Multi-Generational Wealth Counseling

Private Wealth Management

stat-card

Risk Assessment and Goal Targeting Profile

bg-img2

Rigorous Evaluation of Existing Portfolio

bg-img1

Customized Portfolio Construction

bg-img3

Ongoing Portfolio Opimization

Additional Services

stat-card

Business Planning Solutions

bg-img2

Institutional Services

bg-img1

Medicare Planning

bg-img3

Document Review

bg-img5

Life Coaching

image-19

Responsible Investing

Market & Planning Insights.

7 min read

Before You Sign the LOI: The 7 Planning Moves That Vanish

The 7 Planning Moves That Vanish Once the Deal Closes A sale has two numbers. The one printed on the term...
Jul 2026
Liquidity Event Planning for Business Owners
2 min read

Liquidity Event Planning for Business Owners

ONEPOINT BFG WEALTH PARTNERS Liquidity Event Planning for Business Owners Master the transition from...
Jul 2026
round-shape

Connect With Us to Learn More

We can help you navigate your unique financial journey with personalized strategies. Send us an email today to take the first step toward your financial goals.