OnePoint BFG Wealth Partners is extending its Midwest reach with its latest strategic acquisition.
The Parsippany, New Jersey-based firm announced Monday that it has aquired Voyage Wealth Architects, a Minneapolis RIA overseeing $700 million in client assets.
Voyage will join its platform immediately and gradually transition to the OnePoint BFG brand. The deal deepens OnePoint BFG’s financial planning presence in the region and continues its push to build a national, planning-led advisory business backed by minority investor Rise Growth Partners.
Voyage, led by chief executive officer Brian Eder, has focused on customized planning built around clients’ life goals and tax-aware strategies.
Eder – who was previously a registered broker with Northwestern Mutual for nearly 20 years, according to his BrokerCheck profile with FINRA – said his team considered more than 30 potential partners before choosing OnePoint BFG.
In the Monday release revealing the acquistion, Eder said OnePoint BFG emerged as “the best long-term home for our clients and team” and that the partnership brings “exciting new opportunities for our clients – expanded investment capabilities, upgraded technology and access to a broader team of specialists.”
Locally, the combined group plans to emphasize continuity with the tagline “Same Team. New Voyage. Your OnePoint,” signaling that Voyage advisors will remain in place while gaining access to a larger national platform.
For OnePoint BFG, the deal follows last year's acquisition of Spahn Financial Partners, a roughly $2 billion advisory business in the Chicago area that marked its largest transaction to date and its first footprint in that market. Together, the Chicago and Minneapolis additions give the firm a larger base in the Midwest as it competes for planning-focused clients and advisor teams.
“Voyage exemplifies the planning-led, client-first philosophy we seek in our partnerships,” OnePoint BFG chief executive officer Andy Schwartz said in the release, adding that clients will see “enhanced clarity, sophistication and long-term support – while continuing to work with the trusted advisors they value.”
OnePoint BFG has said it is targeting organic growth of about 10% alongside a steady cadence of deals.
Formerly known as Bleakley Financial Group, OnePoint BFG rebranded last summer as it leaned into an advisor equity model and repositioned itself as a national RIA consolidator. The firm reported more than $15 billion in advisory assets as of Dec. 31, up sharply since Rise Growth Partners, founded by United Capital veteran Joe Duran, took a minority stake in 2024 and helped fund a pipeline of mid-sized RIA acquisitions.
Chicago-based Mesirow Fiduciary Solutions adds flexPATH's plan-level outsourced fiduciary book, boosting its retirement market reach to $164 billion.
Also, Raymond James's employee advisor channel adds breakaways from Wells Fargo and Stifel, while UBS welcomes an ex-Morgan Stanley duo in Indiana.
It promised guaranteed principal and 10% monthly returns. The SEC says it invested nothing.
Ten years after entering the fee-based annuity market, MassMutual Ascend says nearly half its lifetime sales came in the past two years alone – but barriers remain among fee-only advisors.
Amplify, WealthReach, Zeplyn and Zocks have unveiled partnerships aimed at automating portfolio management, content creation, account opening, and client communication.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income