OnePoint BFG Wealth CIO Details Global Investment Strategy
OnePoint BFG Wealth Partners, an independent RIA with over $12 billion in AUM, got its start 40 years ago as Bleakley Financial Group, an insurance practice affiliated with Northwestern Mutual. Throughout its existence, the firm has undergone several iterations, including as a practice under the supervision of LPL Financial. Its growth spurt accelerated in the past few years, after Joe Duran’s Rise Growth Partners took a $50 million non-controlling minority stake in the firm in 2024. Rebranded as OnePoint BFG Wealth Partners, the firm added $2 billion in AUM and set itself a target of $5 billion in inorganic growth a year.
OnePoint BFG Wealth Partners wants to make it big on the national stage while improving both the advisor and…
