Bleakley Financial Group, a wealth advisory and financial planning firm, said July 22 it was rebranding itself to OnePoint BFG Wealth Partners. The company said the new name “reflects a bold new chapter for the firm – one grounded in unity, clarity and long-term growth.”
OnePoint BFG said the firm “is designed to signal a clear purpose: to build lifelong relationships that fundamentally improve our clients’ lives. The rebrand arrives amid a period of accelerated national growth and continued investment in the firm’s people, platform and planning capabilities.”
“When we founded Bleakley, our mission was to empower advisors and support clients with the highest level of care and expertise,” said Andy Schwartz, chief executive officer of OnePoint BFG.
“Rebranding as OnePoint BFG represents everything we’ve built and everything we’re becoming. It reflects our unified team, our deep relationships and our commitment to being the single most trusted relationship — supporting our clients, advisors and team members. Our new name and brand identity are designed to inspire — to represent not just where we are today, but where we’re going.”
The rebrand was developed in partnership with Rise Growth Partners, which made a non-controlling minority investment in the company in 2024. Rise worked closely with the OnePoint BFG leadership team to shape a brand aligned with its long-term vision, values and market position.
“Our goal at Rise is to partner with firms that are building enduring, meaningful ‘lighthouse’ brands. Brands serving as a beacon to attract clients, advisors and team members to the firm,” said Joe Duran, managing partner at Rise. “The OnePoint BFG team understands that the future of wealth management belongs to those who lead with purpose.”
The firm advises on more than $12 billion in client assets and has more than 180 advisers. One Point was founded in 1985 as Bleakley, Schwartz, Cooney & Finney,
