Boynton Beach, FL Office

OnePoint BFG offers customized financial planning and wealth management to a broad client base, including individual investors (both high‑net‑worth and non‑HNW), business entities, retirement plans, trusts, estates and charitable organizations. The Brochure describes both discretionary and non‑discretionary portfolio management, retirement plan consulting, financial planning, held‑away asset management, and access to custodian‑sponsored programs, third‑party managers and TAMPs.

Advisors work from client‑specific investment objectives and risk tolerances and implement portfolios using a mix of third‑party managers, custodian platforms and the firm’s proprietary models — for example Global Macro, Target Income, Benestar, BMAP, BFMP and a UMA structure — with monitoring and rebalancing processes described for each model. The firm also integrates technology and operational outsourcing into its service model: it uses the Zocks tool to generate AI meeting transcripts (subject to human review) and engages Hexaware to provide administrative and operational support.

Noteworthy among peers, the Brochure discloses the firm’s July 22, 2025 rebranding from Bleakley Financial Group and indicates that predecessor performance is presented in the firm’s materials, a practice that is relatively uncommon for large enterprise advisers. The Brochure also highlights operational and affiliation features that can affect recommendations — including a network of dually‑registered advisors associated with PKS, an affiliated insurance agency, the firm’s suite of proprietary strategies that carry separate management fees, and the use of offshore vendor support — all of which the firm discloses as potential conflicts to be managed.