Pittsburgh, PA Office
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OnePoint BFG Wealth Partners
Multi-team
Firm-wide stats for OnePoint BFG Wealth Partners
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
Demographic focus
Based on OnePoint BFG Wealth Partners
Location
1 Ppg Place, Suite 3100
Pittsburgh PA 15222
Advisors at this office
4
Advisors at this office
Shane W
Series 66
Pittsburgh, PA
OnePoint BFG Wealth Partners
Shane Witt is a financial advisor with OnePoint BFG Wealth Partners in Pittsburgh, PA, holding a Series 66 designation and six years of industry experience. His prior roles include seven years at Park Avenue Securities and Guardian Life Insurance, as well as experience with RoadBotics Inc and The Summit Pittsburgh. Outside of financial advising, he operates TURTLESUFERS LLC, a business that sells stickers through Amazon fulfillment. 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 utilizes a variety of investment models and third-party managers tailored to client-specific objectives, supported by integrated technology and operational outsourcing.
Ryan H
CFP®, Series 63, Series 65
Pittsburgh, PA
OnePoint BFG Wealth Partners
Ryan Hicks is a financial advisor at OnePoint BFG Wealth Partners with 18 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, and MassMutual Life Insurance Company. 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 uses a combination of third-party managers, proprietary models, and technology-driven operational support to tailor investment solutions to clients’ specific objectives and risk tolerances.
Kiersten A
Series 66
Pittsburgh, PA
OnePoint BFG Wealth Partners
Kiersten Ambrose is a financial advisor at OnePoint BFG Wealth Partners in Pittsburgh, PA, with eight years of industry experience. She holds a Series 66 designation and has previously worked at Park Avenue Securities, Guardian Life Insurance Company, MML Investors Services, MassMutual, and Burstin Frantz & Hicks. 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 investment models and integrates technology and operational outsourcing to support its service offerings.
Michael G
Series 65, Series 63
Pittsburgh, PA
OnePoint BFG Wealth Partners
Michael Gillespie is a financial advisor at OnePoint BFG Wealth Partners in Pittsburgh, PA, holding Series 65 and Series 63 licenses with two years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, and Bank of America. Outside of his advisory work, he serves as an ice hockey referee for USA Hockey. 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 mix of third-party managers and proprietary investment models, offering both discretionary and non-discretionary portfolio management tailored to client-specific objectives.
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