Minneapolis, MN Office

Team
Updated today
OnePoint BFG Wealth Partners logo

OnePoint BFG Wealth Partners

Multi-team

Firm-wide stats for OnePoint BFG Wealth Partners

Total advisors

124

Across 22 offices

Clients per advisor

68 High

Avg AUM per client

$1,701,215 High

HNW client ratio

35% High

About

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.

Based on OnePoint BFG Wealth Partners

Occupation focus

Founder/Business Owner Executive Retired

Based on OnePoint BFG Wealth Partners

Demographic focus

Mid-Career Professionals HENRY (High Earners, Not Rich Yet)

Based on OnePoint BFG Wealth Partners

Location

90 S 7th St, Suite 2950

Minneapolis MN 55402

Advisors at this office

9

Advisors at this office

user avatar

Ian S

Series 66

Minneapolis, MN

OnePoint BFG Wealth Partners

Ian Stelter is a financial advisor with OnePoint BFG Wealth Partners in Minneapolis, MN. He holds a Series 66 designation and has experience working at Northwestern Mutual Investment Services LLC and Brian Eder. Outside of his advisory role, he serves as a youth hockey referee for Minnesota Hockey and occasionally works as a caddie at Oak Ridge Country Club. OnePoint BFG Wealth Partners offers customized financial planning and wealth management services to individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs proprietary and third-party investment models with formal monitoring and rebalancing processes, managing most client assets on a discretionary basis.

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

Christopher C

CFP®, ChFC®, Series 63

Minneapolis, MN

OnePoint BFG Wealth Partners

Christopher Crubaugh is a CFP® and ChFC® with 20 years of experience in financial advising. He is currently with OnePoint BFG Wealth Partners, having previously worked at Northwestern Mutual Wealth Management Company and Brian Eder. Crubaugh is a partial owner of several investment-related LLCs. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a mix of proprietary models and third-party managers, with most client assets managed on a discretionary basis.

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

Tate C

CFP®, Series 63

Minneapolis, MN

OnePoint BFG Wealth Partners

Tate Chalmers is a CFP® credentialed advisor with four years of industry experience, currently serving at OnePoint BFG Wealth Partners. His prior experience includes roles at Northwestern Mutual Wealth Management Company and White Bear Yacht Club. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, implementing portfolios through a combination of third-party managers, proprietary models, and technology-driven operational support.

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

Jacob M

CFP®, Series 63

Minneapolis, MN

OnePoint BFG Wealth Partners

Jacob Mathews is a CFP® certified financial advisor with two years of industry experience. He is currently affiliated with OnePoint BFG Wealth Partners, previously known as Bleakley Financial Group, and has held several advisory roles since 2023. His background includes work with multiple teams within the firm and prior experience at Northwestern Mutual Investment Services LLC. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a range of portfolio management strategies, including proprietary models and third-party managers, and integrates technology and operational outsourcing into its service delivery.

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

Brian E

CFP®, ChFC®, Series 63

Minneapolis, MN

OnePoint BFG Wealth Partners

Brian Eder is a CFP® and ChFC® with 20 years of industry experience. He is currently with OnePoint BFG Wealth Partners and previously spent 20 years at Northwestern Mutual in various capacities. Eder is the president and founder of Birdies 4 Brains, a nonprofit organization. OnePoint BFG 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 client-specific investment approach utilizing a combination of third-party managers, proprietary models, and technology integration for portfolio management and operational support.

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

Brady A

Series 66

Minneapolis, MN

OnePoint BFG Wealth Partners

Brady Arnett is a financial advisor at OnePoint BFG Wealth Partners with one year of industry experience. He holds a Series 66 designation and has worked at various firms including Northwestern Mutual Investment Services LLC and Brian Eder. 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 utilizes a blend of third-party managers, proprietary investment models, and technology-driven operational support to deliver both discretionary and non-discretionary portfolio management.

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

Christopher K

CFP®, ChFC®, Series 63

Minneapolis, MN

OnePoint BFG Wealth Partners

Christopher Koenig is a CFP® and ChFC® professional with nine years of industry experience, currently serving at OnePoint BFG Wealth Partners in Minneapolis, MN. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Koenig is treasurer of the Northwestern Mutual Minneapolis Foundation, a nonprofit organization. OnePoint BFG Wealth Partners offers customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a range of proprietary portfolio models and third-party managers, with most assets managed on a discretionary basis.

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

Jesse B

CFP®, ChFC®, Series 63

Minneapolis, MN

OnePoint BFG Wealth Partners

Jesse Bergland is a financial advisor at OnePoint BFG Wealth Partners in Minneapolis, MN, holding CFP® and ChFC® designations with 23 years of industry experience. He previously worked with Northwestern Mutual in various roles from 2002 to 2026. Outside of advisory work, he is the sole owner of JBWI Holdings, LLC, a non-investment related business entity. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a combination of proprietary investment models, third-party managers, and custodian programs, with a majority of assets managed on a discretionary basis.

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

Sadie B

Series 66

Minneapolis, MN

OnePoint BFG Wealth Partners

Sadie Bresnahan is a Series 66 licensed financial advisor with two years of industry experience, currently with OnePoint BFG Wealth Partners in Minneapolis, MN. Her prior experience includes roles at Northwestern Mutual Investment Services LLC and work associated with several individual advisors. 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 mix of third-party managers, custodian platforms, and proprietary models to implement client-specific investment strategies, and integrates technology and operational outsourcing in its service delivery.

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