Recognized Excellence. Built to Scale.
Multiple advisors from OnePoint BFG Wealth Partners named to the Forbes 2026 Best-In-State Wealth Advisors list.
See the full list here: Forbes 2026 Best-In-State Wealth Advisors List
In 2026, Forbes recognized a broad group of advisors from OnePoint BFG Wealth Partners across key markets.
This recognition reflects more than individual achievement. It highlights a firm-wide standard of excellence.
Recognized advisors include:
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Andy Schwartz
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Michael Axelrod
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Jack Cooney
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Scott Schwartz
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Lyle Weintraub
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Frank Lepore
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Richard Wright Jr.
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Jon Betlow
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John Patterson
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John Mara
This is not about one standout advisor.
It is about consistency across teams, locations, and client relationships.
Recognition at this level reflects:
Client Trust
Long-term relationships built on transparency, guidance, and results.
Disciplined Execution
A thoughtful approach to planning, communication, and decision-making.
High-Net-Worth Focus
Experience navigating complex financial lives with precision and care.
Team-Based Model
Clients benefit from the strength of a coordinated team, not just an individual.
Many firms highlight top performers.
Few create an environment where excellence is repeatable.
At OnePoint BFG, the focus is on building a model that supports advisors at every stage and delivers a consistent client experience across the firm.
This includes:
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Integrated planning across estate, tax, retirement, and philanthropic strategies
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Structured advisor support and collaboration
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A disciplined approach to growth
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A long-term view of client relationships
For Clients
You are working with a team recognized for consistency, care, and expertise, designed to support complex financial decisions with clarity.
For Advisors
You join a model built to amplify your strengths, support your growth, and help you deliver at a higher level.
Experience what a firm built for consistency and scale looks like.
The Forbes ranking of America’s Top Wealth Advisors and Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria learned through telephone, virtual and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management. The algorithm additionally weighs factors such as service models, compliance records and industry experience, and focuses on those that encompass best practices in their approach to working with clients.
All advisors that are considered have a minimum of seven years’ experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
SHOOK Disclosures
SHOOK is completely independent and objective and does not receive compensation from the advisors, firms, the media, or any other source in exchange for placement on a ranking. SHOOK is funded through conferences, publications and research partners. Since every investor has unique needs, investors must carefully choose the right advisor for their own situation and perform their own due diligence. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience; the firm’s research and rankings provide opinions for how to choose the right financial advisor. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Remember, past performance is not an indication of future results.
Investment advisory and financial planning services offered through Bleakley Financial Group, LLC, an SEC registered investment adviser, doing business as OnePoint BFG Wealth Partners (herein referred to as “OnePoint BFG”). For more information regarding OnePoint BFG including important disclosures, please visit https://adviserinfo.sec.gov/.
The third-party information contained herein is provided for informational and discussion purposes only. OnePoint BFG does not represent this third-party information as its own. While OnePoint BFG has gathered this information from sources deemed to be reliable, OnePoint BFG has not reviewed or verified any information input by your financial professional or that of the third-party source, nor can OnePoint BFG guarantee the completeness or accuracy of this data.
OnePoint BFG does not offer legal or tax advice. This document is not a substitute for the advice of a qualified attorney or tax professional. You should not take any action based solely on the information provided on this report without seeking legal counsel from a licensed attorney or tax professional in your jurisdiction. No attorney-client relationship is formed by your use of this document.
OnePoint BFG often uses Artificial Intelligence (“AI”) in the generation of marketing and advertising and has established policies to ensure all AI generated material goes through human review prior to dissemination. This communication has been provided for general informational and discussion purposes only, and should not be considered as investment, legal or tax advice or as a recommendation. OnePoint BFG does not represent any third-party information used as its own. Please contact your legal counsel or tax advisor to recommend the application of this general information to any particular situation or prepare an instrument chosen to implement the design discussed herein.
This communication has been provided for informational purposes only and should not be considered as investment, legal or tax advice or as a recommendation. This material provides general information only. OnePoint BFG does not offer legal or tax advice. Please contact legal counsel or your tax advisor to recommend the application of this general information to any particular situation or prepare an instrument chosen to implement the design discussed herein. Circular 230 notice: To ensure compliance with requirements imposed by the IRS, this notice is to inform you that any tax advice included in this communication, including any attachments, is not intended or written to be used, and cannot be used, for the purpose of avoiding any federal tax penalty or promoting, marketing, or recommending to another party any transaction or matter.
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