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Welcome to our new series where we share the voices of our team and what their OnePoint means to them.
For Kevin M. Spahn, the answer became clear in one unforgettable moment. Kevin began his career as a trial attorney. Every day was a battle. Every win came at someone else’s expense. It paid well, but it never felt right.
Then he found a different kind of work. One built on trust instead of confrontation. Relationships instead of arguments. Helping instead of fighting.
Years later, that choice was tested.
One of Kevin’s earliest clients, a legendary trial attorney himself, was diagnosed with cancer. He was known for being unshakable in court. Tough. Intimidating. Always in control.
As his health declined, Kevin sat with him and reviewed the planning they had put in place together. The investments. The insurance. The estate strategy. The things most people assume they will “get to later.”
That is when the man broke down.
Not because he was sick.
Because he realized that without that work, his wife and children would have been left vulnerable, despite the success, the income, and the reputation.
He cried because he finally knew his family would be okay.
That moment changed everything.
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Why This Matters
Most people think financial planning is about returns.
The truth is, it is about responsibility.
It is about making sure the people you love are protected.
It is about helping families avoid learning too late that success alone is not a plan.
It is about relationships that last longer than market cycles.
This is what makes OnePoint different.
We do not lead with products.
We do not measure value by what we sell.
We focus on helping people leave meetings in a better position than when they walked in, whether they become clients or not.
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Watch the Video
What’s Your OnePoint is about the human side of wealth.
The moments that matter when life changes fast.
Watch Kevin’s story and see why this work is personal for us.
Because when the work is about people, it stops feeling like work at all.
Ascend Beyond Wealth. OnePoint as the Guide.
Watch Kevin's Video⤵️
Schedule a private introductory meeting to explore what your OnePoint could be, and how your wealth can support a life well lived.
Investment advisory and financial planning services are offered through Bleakley Financial Group, LLC, an SEC-registered investment adviser, doing business as OnePoint BFG Wealth Partners (“OnePoint BFG”).
This material is for informational purposes only and is not intended to provide investment, tax, or legal advice. Any discussion of planning concepts is general in nature and does not consider the specific circumstances of any individual. Clients should consult with their tax advisor, attorney, or other professionals regarding their particular situation.
The views expressed are subject to change and are not guarantees of future results. Nothing contained herein should be construed as a recommendation or solicitation to buy or sell any security or to adopt any particular investment or planning strategy. Past performance is not indicative of future results.
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.
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