Welcome to
OnePoint BFG
A short introduction to your team, what to expect during onboarding, and the promises we make to every client we serve.
— i —
Our name reflects our purpose: to serve as your one trusted point of contact as your goals, priorities, and life evolve.
— ii —
Our Promise
to You
The relationship begins today, but it deepens over time. At OnePoint BFG, we are committed to delivering advice that is:
Personal
Known, heard, understood
Thoughtful
Intentional, goal & risk aligned
Adaptive
Evolves as life changes
Proactive
Anticipating, not reacting
Collaborative
Solutions built together
Trusted
Transparent partnership
Our goal is simple
To help you take your wealth — and your life — to the next level with confidence, clarity, and peace of mind.
— 01 —
Who We Are
A Partnership Built Around You
Thank you for trusting us with what matters most. We offer boutique-level attention with the depth and resources of a national partner.
$16B
in client assets under our care1
97%
client satisfaction rating2
40+
Year Legacy3
15
States1
60+
Advisors1
170+
Team Members1
A scale that opens doors. A culture that places you at the center of everything we do.
1 As of March 31, 2026
2 In our January 2026 Client Experience Survey, we received a 97% satisfaction rating from respondents. The survey was distributed to approximately 8,700 clients, representing the primary client and their spouse for the households of the investment advisor representatives with the firm as of Q3 2025. While not every client participated, the feedback offers a strong indication that our service is aligned with client expectations.
3 Origins of the firm date back to 1983 as a Northwestern Mutual district office. Starting in 2015, the firm transitioned to operating as Bleakley Financial Group LLC, a DBA under Private Advisor Group, until becoming a fully independent, SEC registered investment adviser in 2022. The firm rebranded as OnePoint BFG Wealth Partners in July 2025.
2 In our January 2026 Client Experience Survey, we received a 97% satisfaction rating from respondents. The survey was distributed to approximately 8,700 clients, representing the primary client and their spouse for the households of the investment advisor representatives with the firm as of Q3 2025. While not every client participated, the feedback offers a strong indication that our service is aligned with client expectations.
3 Origins of the firm date back to 1983 as a Northwestern Mutual district office. Starting in 2015, the firm transitioned to operating as Bleakley Financial Group LLC, a DBA under Private Advisor Group, until becoming a fully independent, SEC registered investment adviser in 2022. The firm rebranded as OnePoint BFG Wealth Partners in July 2025.
— 02 —
The OnePoint BFG Way
The OnePoint BFG Difference
Three principles that shape everything we do for you.
01
A Personal Relationship Built for Life
A dedicated advisor and team who take the time to understand your goals, priorities, and values.
02
Advice That Looks at the Whole Picture
We integrate planning, investments, tax, estate, and life transitions — so every piece works together.
03
Fiduciary Advice, Always
As an independent fiduciary firm, one standard drives every recommendation:
what's best
for you.
for you.
— 03 —
Your Team
Meet Your Team
We partner as one team to deliver a consistent, white-glove experience.
Advisor One, CFP®
Managing Partner, Wealth Management Advisor
advisor.one@example.com
555-010-0100
555-010-0100
Advisor Two, CFP®
Financial Advisor
advisor.two@example.com
555-010-0101
555-010-0101
Associate One
Senior Planning & Investment Analyst
associate.one@example.com
555-010-0102
555-010-0102
Associate Two
Senior Client Service Associate
associate.two@example.com
555-010-0103
555-010-0103
Associate Three
Client Service Associate
associate.three@example.com
555-010-0104
555-010-0104
Associate Four
Client Relationship Manager
associate.four@example.com
555-010-0105
555-010-0105
— 04 —
Behind the Scenes
The Team Behind Your Team
Your advisors are backed by specialists who strengthen every part of the work.
Investment Leadership
Planning
Life Coach
Leader One
Chief Investment Officer
Leader Two
Exec. Director of Investment Policy
Leader Three
Portfolio Manager
Planner One
Director of Financial Planning
Coach One
Professional Certified Coach
Centralized Operations Team
The behind-the-scenes team that keeps paperwork, transfers, and day-to-day details moving — names you'll see on the documents and emails you receive.
Ops One
Ops Two
Ops Three
Ops Four
Ops Five
Ops Six
Ops Seven
Client Service Associates
Operations
Manager
Manager
— 05 —
Onboarding
What to Expect
The first four weeks as a OnePoint BFG client.
1
Information Gathering
We'll reach out to gather the information needed to get started. Your team will walk you through exactly what to expect and how to share it with us.
2
Digital Paperwork
You'll receive a DocuSign with OnePoint BFG documentation, as well as a digital envelope from your custodian to sign account opening paperwork electronically.
3
Transfer of Assets
We initiate transfers from your current institutions. Most complete in 3-6 business days; some assets can take longer.
4
Funding & Account Setup
We confirm assets have arrived, verify cost basis, set standing instructions and recurring distributions, and confirm beneficiary designations.
5
Investment Implementation
We finalize your personalized investment plan and begin implementation.
6
Digital Access
We'll get you set up with online access to your accounts and connected to the tools your team uses, so you have a clear view of your financial picture.
— 06 —
What Comes Next
Everything You Have Access To
How we work together — and everything your OnePoint BFG relationship includes.
Financial Planning
Scenario modeling & outside asset review
Investment Management
Vetted funds, ETFs & alternatives
Proprietary Strategies
Benestar, GMAS, SMAs & direct indexing
Tax Planning
Coordination & tax-efficient strategies
Risk Management
Options, collars &
tax-loss harvesting
tax-loss harvesting
Retirement Planning
Social Security, Medicare & distributions
Estate & Legacy
Wills, trusts & tax-efficient transfer
Insurance & Banking
Lending, liquidity & protection
Charitable Giving
Strategies aligned with your values
Education Planning
College funding & 529 strategies
Next-Generation Planning
Preparing the family for what comes next
Retirement Plan Management
Held-away 401(k)s & institutional plans
Professional Coordination
Working with your CPA & attorney
Communication & Insights
Check-ins, reviews & ongoing perspective
Identity Protection
Monitoring & fraud prevention
Life Coach Access
Guidance through major transitions
— 07 —
Thank you.
We look forward to building something lasting together. You're always welcome to reach out to any member of your team directly.
— The OnePoint BFG Team —
OnePoint BFG may recommend the services of other professionals for certain non-investment implementation purposes (i.e., attorneys, accountants, insurance, etc.) and/or third-party providers through other, non affiliated firms. The client is under no obligation to engage the services of any such recommended professional or provider. The client retains absolute discretion over all such implementation decisions and is free to accept or reject any recommendation from OnePoint BFG in this regard. Please Note: If the client engages any such recommended professional or vendor as set forth above, and a dispute arises thereafter relative to such engagement, the client agrees to seek recourse exclusively from and against the engaged professional or vendor. In addition, the client is entering into an agreement with the recommended professional or vendor and therefore should perform their own due diligence on any recommended professional. OnePoint BFG does not offer legal or tax advice.
OnePoint BFG Wealth Partners ("OnePoint BFG") often uses Artificial Intelligence ("AI") in the generation of marketing and advertising such as the above. OnePoint BFG and its employees are bound by all applicable Firm policies and procedures when using AI. AI is subject to risks and limitations. OnePoint BFG has established policies and procedures to ensure all AI generated material goes through human review prior to dissemination. For additional information regarding AI, please refer to One Point BFG's ADV 2A.
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").
OnePoint BFG Wealth Partners ("OnePoint BFG") often uses Artificial Intelligence ("AI") in the generation of marketing and advertising such as the above. OnePoint BFG and its employees are bound by all applicable Firm policies and procedures when using AI. AI is subject to risks and limitations. OnePoint BFG has established policies and procedures to ensure all AI generated material goes through human review prior to dissemination. For additional information regarding AI, please refer to One Point BFG's ADV 2A.
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").
OP 26-0595
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