OnePoint BFG Wealth Partners is proud to announce that Nathan Barbakoff has been named one of Forbes’ Top Next-Gen Best-in-State Wealth Advisors for 2025, an honor recognizing top advisors under 40 across the country.
Nathan has earned a spot on this list for three consecutive years, a reflection of his consistent commitment to client success and professionalism. The ranking is based on multiple criteria, including assets under management, client retention, industry experience, compliance record, and approach to working with clients. Among 69 advisors recognized in New Jersey, Nathan placed in the top 30.
“Nathan’s recognition is more than a personal achievement—it’s a testament to the culture we’ve built at OnePoint,” said Andy Schwartz, OnePoint BFG Wealth Partners’ CEO. “We view Wealth Management as a relationship-driven journey built on trust and focused on empowering clients to unlock a clear sense of purpose.”
Nathan added, “We are so proud of the deep empathy we bring to every client interaction, and the strong focus on client outcomes that defines our firm. This award reflects a broader mission at OnePoint – to redefine what modern, relationship-driven wealth management looks like.”
The firm is known for its client-centric approach to planning and its commitment to putting people—clients, advisors and team members—first. This Forbes recognition underscores OnePoint BFG’s growing influence in the wealth management space and its vision for shaping the next generation of financial planning.
Disclosures
Data provided by SHOOK® Research, LLC. Data as of 3/31/25. Forbes America’s Top Next-Gen Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of the ranking algorithm that includes: client impact, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. SHOOK considered advisors born in 1986 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
OP 25-0045
