OnePoint BFG Wealth Partners has acquired Bast Financial Group, a Tampa, Florida-based wealth management firm with approximately $400 million in assets under management.
The transaction expands OnePoint BFG’s presence in Florida and adds a seven-person team led by Bast Financial Group founder and private wealth advisor Rebecca Bast.
Bast and six colleagues are joining OnePoint BFG. The team includes Parveen Hall, Daniel George, Taylor McCullough, Elena Madrazo, Jonathan Clifford and Jamie Hayes.
The practice will operate under the OnePoint BFG name, with co-branding during a transition period.
Bast Financial Group serves business owners, executives and families with complex financial planning needs, including multigenerational wealth transfer.
Bast began her career in 1994 and has built the practice around personalized financial and life planning. She was recognized as one of AdvisorHub’s Top 100 Women Advisors to Watch in 2024.
Following the acquisition, Bast Financial Group clients will gain access to OnePoint BFG’s fiduciary model, expanded investment capabilities, technology platform and broader team of specialists.
The deal also gives OnePoint BFG additional capabilities for serving business owners, executives and families navigating complex financial decisions and multigenerational planning.
The acquisition continues OnePoint BFG’s expansion in 2026 following partnerships with Voyage Wealth Architects and Armstrong & Sinoff Financial.
OnePoint BFG now manages more than $18 billion in advisory assets.
The firm, formerly known as Bleakley Financial Group, has more than 40 years of operating history and became a fully independent SEC-registered investment adviser in 2022. It rebranded as OnePoint BFG Wealth Partners in July 2025.
KEY QUOTES:
“Rebecca and her team share our belief that the best financial advice begins with understanding the person, family and goals behind the numbers. Their experience, empathy and commitment to planning will elevate the client experience across our firm. At the same time, OnePoint BFG’s scale and resources will give their clients even greater depth without disrupting the trusted relationships they have built over decades.”
Andy Schwartz, CEO of OnePoint BFG Wealth Partners
“OnePoint BFG offers the best of both worlds: the freedom and flexibility of an independent firm, combined with the resources, technology and support we need to serve our clients at the highest level. Its client-first culture immediately felt aligned with the vision we have built at Bast Financial Group. I am also excited to work with Andy, whom I have known and respected for more than 30 years. And with ‘BFG’ already in the name, it felt like it was meant to be.”
Rebecca Bast, Founder and Private Wealth Advisor at Bast Financial Group
