Firm achieves over 60% AUM growth in tandem with strategic rebrand

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.

A Year of Dynamic Growth

Over the past year, OnePoint BFG increased its AUM by over 60% from $9.1 billion¹ in 2024 to an expected $15 billion by end of Q1 2026, achieved alongside its full rebrand to focus on clarity, steady guidance and a shared sense of purpose. Additionally, the firm surpassed $1 billion in inorganic net new advisor assets during the first quarter alone. OnePoint BFG also completed its largest acquisition to date with the addition of Spahn Financial, bolstering its presence in the Midwest and adding deep planning expertise and long-standing client relationships. OnePoint BFG also welcomed Jeff Miller and the Miller Financial Services group as well as Max Wilson & Sean McCarthy, expanding its footprint in Virginia, Florida and Idaho.

A major structural milestone was the introduction of an advisor equity partnership model that broadened ownership across its growing advisor base. As a result, over 80% of firm assets are now managed by W2 equity partner advisors, strengthening alignment and accountability and reinforcing the firm’s commitment to an exceptional client and advisor experience.

These achievements helped earn OnePoint BFG recognition from Financial Planning as one of the 2025 Best RIAs to Work For, highlighting the firm’s collaborative culture and commitment to advisor success.

“2025 has been a remarkable and exciting year of transformation and focus for our firm,” said Andy Schwartz, chief executive officer of OnePoint BFG. “The entire team should take pride in the firm’s rapid growth, successful rebrand and the investments we’ve made in our platform. They all reflect our ongoing commitment to clarity, alignment and sustainable long-term value for our clients, our advisors and our teams.”

Strengthening Leadership and Advisor Support

In support of an aggressive growth strategy, OnePoint BFG expanded its senior leadership team with several seasoned executives who bring decades of operational, financial and advisory experience:

• Alex Mostovoi, Chief Financial Officer – with prior leadership roles at Emigrant Bank, Focus Financial Partners and KKR
• Carlos Noriega, Executive Director of Advisor Solutions – bringing practice management and business solutions expertise from Morgan Stanley, Foresters Financial and Equitable
• Molly McClure, Executive Director of Marketing – senior marketing leader with prior roles at Invesco, USAA and Dell Technologies, responsible for accelerating the firm’s rebrand and national marketing strategy
• Zoie Silver, Executive Director of Advisor Experience – formerly with Beacon Trust, leading advisor initiatives and client experience innovation

In total, OnePoint BFG added more than 40 new team members across both leadership and key operational functions this year, significantly expanding its infrastructure and capacity for scale.

Rebrand and Client Experience Evolution

Formerly known as Bleakley Financial Group, the firm transitioned to the OnePoint BFG name to bring a more modern, cohesive brand to life—one centered on clarity, steady guidance and purpose-driven financial planning. The updated brand experience, including refreshed digital and communication platforms, reflects the firm’s belief in helping clients identify “Your OnePoint”—the priority that anchors better financial decisions.

OnePoint BFG’s progress continues to be supported by its strategic partnership with Rise Growth Partners, which advises on M&A, platform development and long-term enterprise strategy.

Looking Ahead to 2026

As OnePoint BFG enters 2026 on a high note, the firm plans to continue expanding its national footprint, investing in technology and operational efficiency and advancing programs that support advisor development to elevate client experience.

“Clients seek a steady hand—someone that they can trust to execute their unique financial plans,” Schwartz said. “Our expanded leadership team and unified brand arms us with the momentum to meet that need, while continuing to fulfill our promises to the families we serve.”

Learn more at onepointbfg.com.

About OnePoint BFG Wealth Partners

Formerly Bleakley Financial Group, OnePoint BFG Wealth Partners is a premier financial planning and wealth management firm dedicated to delivering tailored financial strategies to individuals, families and businesses. Founded in 1985, OnePoint BFG’s advisors manage more than $12 billion² in advisory assets (as of June 30, 2025) and provide personalized, goals-based planning with an unwavering focus on client well-being and legacy.

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

View source version on businesswire.com: https://www.businesswire.com/news/home/20251216338883/en/