OnePoint BFG Wealth Partners (“OnePoint BFG”), a dynamic wealth advisory and financial planning firm, today announced its partnership with David Siegel and his team. Led by Siegel, the team includes Christopher Ballerano, Devin Kooi and Serena Craven and brings approximately $240 million in assets under management (AUM)* and relationships with approximately 230 client households. The partnership establishes a new OnePoint BFG office in West Palm Beach, Florida, further expanding the firm’s presence in the state.

Siegel and his team specialize in serving senior executives, business owners, entrepreneurs, sales and real estate professionals, with a particular focus on wealth builders navigating the financial decisions that accompany business growth, increasing wealth and the need to mitigate taxes. With 17 years in the industry, Siegel has built a practice centered on client relationships and delivering on the promises made to clients.

“David and his team bring a strong commitment to the client experience and a focus on helping clients navigate increasingly complex financial decisions,” said Andy Schwartz, chief executive officer of OnePoint BFG. “Their work with executives, entrepreneurs and growing families complements our planning-led approach. By bringing them into OnePoint BFG, we can give their team access to deeper planning capabilities, investment expertise and a broader team of specialists while preserving the relationships at the center of their financial lives.”

Through the partnership, Siegel’s clients gain access to OnePoint BFG’s sophisticated tax-efficient strategies and robust estate planning solutions. Leveraging the firm’s advanced operational infrastructure and technology enables Siegel and his team to streamline administrative workflows, allowing them to focus directly on advising clients and delivering tailored, long-term financial guidance as their needs evolve.

“For me, the right transition had to make as much sense for my clients as it did for my team and me,” said Siegel. “OnePoint BFG stood out for its culture, its emphasis on the client experience and its ability to execute on the promises it makes. The firm’s trajectory and ability to adapt as the industry evolves reinforced my confidence in the decision. Joining OnePoint BFG gives us the resources and support to put clients at the center of our work and continue growing alongside them for decades to come.”

The partnership reflects OnePoint BFG’s continued focus on partnering with growth-oriented, planning-focused advisors at every stage of their careers. By combining the strengths of independent advisory practices with the infrastructure and resources of a larger platform, OnePoint BFG aims to help advisors deepen client relationships and deliver more comprehensive financial guidance. The addition of Siegel’s team further strengthens the firm’s footprint in Florida, building on its recent acquisition of Tampa-based Bast Financial Group, led by Rebecca Bast, which added $400 million in AUM and expanded the firm’s regional presence.

Now managing more than $18 billion in advisory assets (as of June 30, 2026), OnePoint BFG continues to expand its national platform through partnerships with advisors and teams that share its planning-led, client-first philosophy.

To learn more about OnePoint BFG, visit onepointbfg.com.

About OnePoint BFG Wealth Partners

OnePoint BFG Wealth Partners (formerly Bleakley Financial Group) is a fiduciary wealth management firm dedicated to delivering comprehensive financial planning and sophisticated wealth management solutions. With more than 40 years of experience and over $18 billion in assets under management (as of 6/30/2026), the firm serves individuals, families and business owners with integrated advice focused on long-term goals. For more information, visit www.onepointbfg.com.

*$240M in Assets Under Management (AUM) as of 8/17/26.

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

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. OP 26-1148

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