--- title: Our Process | Miller Financial Services at Bleakley Financial Group description: Explore our values-based approach to financial planning, investment strategies, and wealth management customized to help you meet your financial goals. --- ** [![LOGO - Transparent - large](https://www.bleakley.com/hubfs/LOGO%20-%20Transparent%20-%20large.png "LOGO - Transparent - large")](https://www.onepointbfg.com/?hsLang=en) [![Miller logo](https://www.bleakley.com/hubfs/Miller%20logo.png "Miller logo")](https://www.bleakley.com/miller-financial-services) [ Contact Us ](https://www.onepointbfg.com/miller-financial-services/contact?hsLang=en) # Our Process ## Shared Vision, Shared Values You have individual experiences, unique hopes and dreams – and that calls for a unique and disciplined values-based approach to financial planning. Applying our differentiated discovery process, we help you navigate your unique needs to achieve your goals. We start by looking at your entire financial picture to break down what you need to do to meet your goals and prepare for the unexpected, taking into consideration all your financial obligations. After we fully visualize your financial future, we develop a robust financial strategy to help you realize your goals. ![pcg-circle-of-support](https://www.bleakley.com/hubfs/bleakley_2025/image/pcg-circle-of-support.png) ## Wealth Planning for your Life Plans Your financial success requires adherence to a process that is not based on emotion or today's headlines. We begin by ensuring your financial independence, family legacy, and social capital solutions are in place so that wealth optimization can become the primary focus. Using a wide range of investment and protection strategies, we build tailored plans designed to address your unique needs and situation. We believe solid planning requires specialized expertise and a team approach. As a member of the Private Client Group at Northwestern Mutual, we combine deep credentials and access to advanced solutions with our signature level of service for laser-focused execution. ![pcg-wealth](https://www.bleakley.com/hubfs/bleakley_2025/image/pcg-wealth.png) ## We Believe In... You’ll have the benefit of expert investment strategies built specifically around your needs and goals, as well as access to a range of diversified investment options. - Recommending an asset allocation that is strategically positioned to help you achieve your goals. - Mitigating risk through diversification, using both asset allocation and investment selection. - Applying a consistent investment process through various market cycles and investment environments with periodic rebalancing. - Benchmarking to ensure client portfolios continue to match client needs and objectives over time. - Opportunistic investing to produce an incremental return, reduce risk, or both, leveraging our advanced intelligence and personalized investment services. - Applying tax and cost efficiency strategies. ## Protecting and Growing Your Investment Portfolio A consolidated and thoughtfully developed long-term investment strategy is the best way to ensure progress toward your goals. We identify and consolidate your investments to ensure that you are positioned appropriately for your risk tolerance, recommend asset allocation strategies to align your investments with your broader financial goals and monitor strategies to maintain a clear focus on your short, intermediate, and long-term financial goals. ![work-img](https://www.bleakley.com/hubfs/bleakley_2025/image/work-img.jpg) ## Planning for Every Generation Generational wealth management is often as important to you as effective wealth management during your accumulation phase. We help you pass wealth on to the next generation in a protected manner and work across the generations of your family, even before members have wealth of their own. Our approach is customized and unique to each family, listening to goals and addressing individual objectives. Family values are at the core of our plans so that family wealth can be transferred efficiently and effectively from one generation to the next. ![planning-img](https://www.bleakley.com/hubfs/bleakley_2025/image/planning-img.jpg) ## Contact Us Please fill out the contact form below and someone from our team will reach back out as soon as possible. Thank you! [![OnePoint BFG Wealth Partners logo](https://www.onepointbfg.com/hs-fs/hubfs/onepoint-logo-hero-MAIN.png?width=1519&height=333&name=onepoint-logo-hero-MAIN.png "OnePoint BFG Wealth Partners logo")](https://www.onepointbfg.com/?hsLang=en) 300 Kimball Dr, Suite 310, Parsippany, NJ 07054 [Contact Us](https://www-bleakley-com.sandbox.hs-sites.com/contact-us) P: [973.575.4180](tel:19735754180) F: [973.575.4055](tel:19735754055) © 2026 Bleakley Financial Group, LLC   Investment advisory and financial planning services offered through Bleakley Financial Group, LLC, an SEC registered investment adviser. The Bleakley Financial Advisors associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. You are under no obligation to use the services of any strategic partner and may choose any qualified professional to provide CPA, legal, tax services. Bleakley Financial Group does not provide legal, tax, or accounting advice or services. Please consult your legal advisor regarding your specific situation. Insurance products and services are offered through various insurance agents and/or agencies. Insurance products and services are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency, and may go down in value. Not all insurance products and services are available in all states. Investment advisory services offered through Bleakley Financial Group, LLC. Websites linked are not under the control of Bleakley Financial Group, LLC and it is not responsible for, nor does it certify or endorse, the content of any linked site. Links are provided for educational and information purposes only. [Form CRS](https://www.bleakley.com/bleakley-disclosures) [Privacy Notice I ADV Part 2A I Brochure ADV Part 2A I Wrap Brochure I BCP](https://www.bleakley.com/bleakley-disclosures) [Check the background of this investment professional on FINRA's Broker Check >> ](https://brokercheck.finra.org/) ![](https://px.ads.linkedin.com/collect/?pid=8437420&fmt=gif) ```json { "@context" : "https://schema.org", "@type" : "FinancialService", "address" : { "@type" : "PostalAddress", "addressCountry" : "US", "addressLocality" : "Parsippany", "addressRegion" : "NJ", "postalCode" : "07054", "streetAddress" : "300 Kimball Dr, Suite 310" }, "areaServed" : { "@type" : "City", "name" : "Parsippany" }, "description" : "OnePoint BFG Wealth Partners provides wealth management, retirement planning, investment advisory, estate planning, and financial guidance for business owners, executives, and families.", "geo" : { "@type" : "GeoCoordinates", "latitude" : "40.860874", "longitude" : "-74.407038" }, "logo" : "https://www.onepointbfg.com/hubfs/onepoint/image/logo.svg", "name" : "OnePoint BFG Wealth Partners", "openingHoursSpecification" : [ { "@type" : "OpeningHoursSpecification", "closes" : "17:00", "dayOfWeek" : [ "Monday", "Tuesday", "Wednesday", "Thursday", "Friday" ], "opens" : "09:00" } ], "sameAs" : [ "https://www.linkedin.com/company/onepoint-bfg-wealth-partners/" ], "telephone" : "+1-973-575-4180", "url" : "https://www.onepointbfg.com/" } ``` ```json { "@context" : "https://schema.org", "@type" : "Organization", "address" : { "@type" : "PostalAddress", "addressCountry" : "US", "addressLocality" : "Parsippany", "addressRegion" : "NJ", "postalCode" : "07054", "streetAddress" : "300 Kimball Dr, Suite 310" }, "contactPoint" : { "@type" : "ContactPoint", "areaServed" : "US", "availableLanguage" : [ "English" ], "contactType" : "Service", "telephone" : "+1-973-575-4180" }, "description" : "OnePoint BFG Wealth Partners provides wealth management, retirement planning, investment advisory, estate planning, and financial guidance for business owners, executives, and families.", "logo" : "https://www.onepointbfg.com/hubfs/onepoint/image/logo.svg", "name" : "OnePoint BFG Wealth Partners", "sameAs" : [ "https://www.linkedin.com/company/onepoint-bfg-wealth-partners/" ], "url" : "https://www.onepointbfg.com/" } ```