Richmond, VA Office

Team
Updated today

Client AUM

$14,388,872,636

Clients

8,458

Advisors

3

Of 120 advisors across 19 offices

Location

504 Libbie Ave

Richmond VA 22560

Advisors at this office

3

Advisors at this office

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Chris G

ChFC®, Series 63

Richmond, VA

OnePoint BFG Wealth Partners

Chris Glasscock is a financial advisor with OnePoint BFG Wealth Partners in Richmond, VA, holding the ChFC® and Series 63 designations and bringing 23 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Donald Creech. Glasscock is also the owner of Baykinrea, LLC and a part owner of CNCG2, LLC and GS1250FL, LLC, where he serves as lead advisor managing client relationships and assets. OnePoint BFG provides customized financial planning and wealth management services to individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a range of proprietary and third-party portfolio strategies, with most client assets managed on a discretionary basis, and incorporates formal portfolio monitoring and AI-assisted documentation tools.

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

CFA®, Series 63, Series 65

Richmond, VA

OnePoint BFG Wealth Partners

Kyle Matthews is a CFA® charterholder with 14 years of experience in the financial services industry. He is currently an advisor at OnePoint BFG Wealth Partners and has previously worked at firms including Northwestern Mutual, Citi, Oppenheimer and Co, and Alger. 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-sponsored programs, with most client assets managed on a discretionary basis.

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

ChFC®, Series 63

Richmond, VA

OnePoint BFG Wealth Partners

Kristen Secor is a financial advisor at OnePoint BFG Wealth Partners with four years of industry experience. She holds the ChFC® and Series 63 designations. Her career background includes roles at Northwestern Mutual Wealth Management and Investment Services, as well as earlier experience with Jeffrey Miller. 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, utilizing a mix of third-party managers, proprietary investment models, and technology integrations.

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