One year ago, I decided to join an advisory firm recognized among Barron’s Top RIA firms in the nation, and I’m grateful for the momentum we’ve built since.
The platform has expanded our planning tools, investment research, and service infrastructure—allowing me to deliver deeper, more holistic guidance without compromising the personalized approach my clients expect.
I’m equally proud of the path that led here. At my previous firm, I was honored to be included on Forbes’ Best in State Wealth Advisors list, a recognition that underscored our focus on disciplined strategy and client outcomes. That same philosophy continues to drive our work today—clarity around goals, thoughtful risk management, and a plan you can follow through market cycles.
Over the past year, my work and our team’s growth have been featured by leading industry outlets, including Business Wire’s coverage of our national platform expansion and earlier expansion news, Citywire’s report on our growth trajectory, and Wealth Management.com’s coverage of recent RIA deals and moves.
These mentions reflect the broader recognition of the work we’re doing—and the momentum we’re building on behalf of the families and executives we serve. I look forward to continuing to serve fantastic clients and helping families spend, give, and live with confidence.
Disclosures
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.
Barron’s Top 100 RIA Firms ranking was developed by Barron’s. Barrons does not receive a fee from OnePoint BFG Wealth Partners in exchange for these rankings. Barron’s Top 100 RIA Firms ranking is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
The Forbes Best-In-State Wealth Advisors rankings were developed by SHOOK Research.
The Forbes Best-In-State Wealth Advisor ranking was issued based off reported data as of June 30th in that calendar year.
These rankings are based on in-person and telephone due diligence meetings and a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee from OnePoint BFG Wealth Partners in exchange for these rankings.
OP #26-0076