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In The News

Making Headlines, Earning Trust

At Spahn Financial, we don’t measure success by awards—but we’re honored when our commitment to excellence is recognized. Over the years, our work has been featured in Fortune, Entrepreneur, and Bloomberg Businessweek, and we’ve been consistently named among the top financial firms in the country by Barron’s, Forbes, and the Financial Times. These recognitions reflect not just the caliber of our team, but the trust our clients place in us to guide their most important decisions.

Nationally Recognized. Personally Committed.

Kevin Spahn and Spahn Financial are honored to be recognized by Barron’s, Forbes, and the Financial Times as one of the top financial planning firms in the nation. Our greatest privilege is the trust our clients place in us—and we remain committed to delivering excellence every step of the way.

KMS Top Ranked

Interviewed for AM 560, Part of the Answer

Tim Funke sat down with Part of the Answer host Mike Scott to discuss the importance of personalized financial planning, Spahn Financial’s unique approach to generational wealth management, and the sophisticated financial strategies that help guide our clients toward prosperity.

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Interviewed

Featured in Fortune, Entrepreneur, and Bloomberg Businessweek

Our approach to prosperity was featured in Fortune, Entrepreneur, and Bloomberg Businessweek magazines. President Kevin Spahn, and Vice President Tim Funke share more about how we help affluent families with wealth-building and legacy-planning from day one.

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Investment advisory and financial planning services offered through Bleakley Financial Group, LLC, an SEC registered investment adviser, doing business as OnePoint BFG Wealth Partners.

The investment performance and the success of any investment strategy or particular investment can never be predicted or guaranteed, and the value of a client’s investments will fluctuate due to market conditions and other factors. Investments may lose value and past performance is never a guarantee of future results.

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. OnePoint BFG Wealth Partners does not provide legal, tax, or accounting advice or services. Please consult your legal advisor regarding your specific situation.

OnePoint BFG does not offer legal or tax advice. This document has been provided for informational purposes only and 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.

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.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

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