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Michael A

CFP®, Series 65, Series 63

Winter Park, FL

OnePoint BFG Wealth Partners

Michael Armstrong is a CFP®-designated financial advisor with 16 years of industry experience. He is currently with OnePoint BFG Wealth Partners and has previously held roles at Northwestern Mutual Wealth Management Company and its affiliated entities over a 20-year period. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, business entities, and charitable organizations. The firm employs a range of portfolio management strategies using third-party managers, proprietary models, and technology-integrated operational support.

Founder/Business Owner Executive Retired Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Nicholas S

CFP®, Series 63

Winter Park, FL

OnePoint BFG Wealth Partners

Nicholas Sersun is a CFP® with five years of experience in financial advisory. He is currently with OnePoint BFG Wealth Partners and has prior experience at Northwestern Mutual Wealth Management Company and related entities. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a variety of investment models and third-party platforms tailored to client-specific objectives and integrates technology and operational outsourcing into its service approach.

Founder/Business Owner Executive Retired Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Teresa P

Series 66

Winter Park, FL

OnePoint BFG Wealth Partners

Teresa Payment is a financial advisor at OnePoint BFG Wealth Partners with 18 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill Lynch and Northwestern Mutual Wealth Management Company. Teresa has concurrently engaged in several business activities throughout her career. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm offers a range of portfolio management and consulting services, utilizing a blend of third-party managers, proprietary models, and technology to support its investment approach.

Founder/Business Owner Executive Retired Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Philip S

CFP®, Series 63, Series 66

Winter Park, FL

OnePoint BFG Wealth Partners

Philip Stroud is a CFP® professional with 17 years of experience in the financial services industry. He is currently with OnePoint BFG Wealth Partners and has held roles at Northwestern Mutual and associated firms over the past decade. His background includes a mix of wealth management and financial planning roles. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a range of portfolio management strategies and integrates technology and operational support in its service model.

Founder/Business Owner Executive Retired Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Adam S

Series 63, Series 65

Winter Park, FL

OnePoint BFG Wealth Partners

Adam Sinoff is a financial advisor at OnePoint BFG Wealth Partners with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Wealth Management Company and Northwestern Mutual Investment Services LLC. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, business entities, and charitable organizations. The firm employs a range of portfolio management strategies and integrates technology and operational outsourcing to support its service model.

Founder/Business Owner Executive Retired Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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