Articles from OnePoint BFG Wealth Partners

OnePoint BFG Wealth Partners (“OnePoint BFG”), a dynamic wealth advisory and financial planning firm, today announced its acquisition of Bast Financial Group, a Tampa, Florida-based wealth management firm led by founder and private wealth advisor, Rebecca Bast, CLU®, ChFC®. Bast and her six colleagues join OnePoint BFG, adding approximately $400 million in assets under management (AUM), as of Sept. 4, 2026, and further expanding the firm’s presence in Florida.

OnePoint BFG Wealth Partners (“OnePoint BFG”), a dynamic wealth advisory and financial planning firm, today announced it has been named a finalist in three categories at the 2026 Wealth Management Industry Awards ("Wealthies"), including Chief Executive Officer of the Year (AUM Under $25 Billion), Chief Operations Officer of the Year and Client Initiatives: Integrated Wealth Experience. The recognitions reflect OnePoint BFG's continued growth and commitment to delivering an elevated experience for clients and advisors through strong leadership, operational excellence and innovative planning solutions.

OnePoint BFG Wealth Partners (“OnePoint BFG”), a wealth management and financial planning firm, today announced that three of its advisory teams — the Axelrod/Barbakoff Team, Cooney/Torney Team and Schwartz/Magistro Team — have been named to the 2026 5-Star Wealth Management Teams list by InvestmentNews.

OnePoint BFG Wealth Partners (“OnePoint BFG”), a dynamic wealth advisory and financial planning firm, today announced the onboarding of Sam Cari as chief strategy officer. The appointment comes as the firm surpasses $16 billion in assets under management (AUM) and continues to expand its national footprint through a disciplined combination of organic growth and strategic partnerships.

OnePoint BFG Wealth Partners (“OnePoint BFG”), a dynamic wealth advisory and financial planning firm, today announced it has welcomed Armstrong & Sinoff Financial (“Armstrong & Sinoff”), a boutique financial planning firm known for its integrated, high-touch approach to client service. The partnership reflects a strong alignment in values, planning philosophy and commitment to delivering comprehensive, client-first advice.

OnePoint BFG Wealth Partners (“OnePoint BFG”), a dynamic wealth advisory and financial planning firm, today released results from its 2026 Client Experience Survey, reporting an 84 Net Promoter Score (NPS) – up from 83 in 2024 and firmly within “world class”1 territory for professional services firms. Additionally, OnePoint BFG achieved a 97% overall client satisfaction score, an increase from 96% in a prior survey, reflecting continued strength in client relationships during a period of market volatility and evolving planning needs. Client participation also generated over $18,000 in donations to three charities chosen directly by respondents.

OnePoint BFG Wealth Partners (“OnePoint BFG”), a dynamic wealth advisory and financial planning firm, today announced the acquisition of Voyage Wealth Architects (“Voyage”), a Minneapolis-based wealth management firm overseeing $700 million in assets under management (AUM). This partnership represents a strong mutual fit, grounded in a shared philosophy around personalized financial planning and long-term client outcomes.

OnePoint BFG Wealth Partners (“OnePoint BFG”), a premier financial planning and wealth management firm dedicated to delivering tailored financial strategies to individuals, families and businesses, today announced a year of dynamic growth and transformation, marked by a major increase in assets under management (AUM), the addition of seasoned industry leadership, strategic acquisitions, accelerated national expansion and enhancements to its advisor platform. OnePoint BFG also successfully executed a comprehensive rebrand designed to strengthen advisor alignment, culture and client experience.

OnePoint BFG Wealth Partners (“OnePoint BFG”), a dynamic wealth advisory and financial planning firm, today announced a strategic partnership with Spahn Financial Partners (“Spahn Financial”), a respected ~$2 billion advisory practice based in the greater Chicago area. This marks OnePoint BFG’s largest transaction to date, establishing a significant presence in the highly attractive Chicago market and reflecting the firm’s continued expansion as a leading independent advisory firm.

Bleakley Financial Group (“Bleakley”), a dynamic wealth advisory and financial planning firm, today announced its official rebrand to OnePoint BFG Wealth Partners (“OnePoint BFG”). The new name reflects a bold new chapter for the firm – one grounded in unity, clarity and long-term growth.