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Ascend Beyond Wealth

Realize next-level success with a financial
relationship built for life.
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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

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Cash Flow and Retirement Scenario Analysis

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Income Tax Planning Strategies and Coordination

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Risk Management and Asset Projection Strategies

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Retirement Income Distribution Planning

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Estate Planning Strategies and Charitable Giving

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Multi-Generational Wealth Counseling

Private Wealth Management

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Risk Assessment and Goal Targeting Profile

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Rigorous Evaluation of Existing Portfolio

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Customized Portfolio Construction

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Ongoing Portfolio Opimization

Additional Services

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Business Planning Solutions

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Institutional Services

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Medicare Planning

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Document Review

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Life Coaching

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Responsible Investing

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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.