OnePoint BFG Wealth Partners

OnePoint BFG Wealth Partners is a fiduciary wealth management firm serving business owners, corporate executives, and families facing complex financial decisions. Formerly known as Bleakley Financial Group, the firm provides planning-first guidance, building investment strategies around each client’s life, goals, and broader financial picture. Its services include wealth management, retirement planning, investment advisory, estate and legacy planning, business succession and exit planning, liquidity strategies, tax planning, equity compensation guidance, philanthropy, and multigenerational wealth planning.

Each client works with a dedicated advisor who coordinates specialized expertise, including investment, tax, and estate strategies, as needs arise. The firm’s approach is designed to adapt as clients’ circumstances and priorities change, helping them navigate major transitions such as selling a business, managing an inheritance, or preparing for retirement. OnePoint BFG traces its origins to 1983 and became an independent, SEC-registered investment adviser in 2022 before adopting its current name in 2025. It reports managing more than $18 billion in advisory assets as of June 30, 2026.