OnePoint BFG Wealth Partners has announced a strategic partnership with Spahn Financial Partners, a respected advisory firm overseeing approximately $2 billion in assets in the greater Chicago area. This transaction represents OnePoint BFG’s largest to date, establishing a strong presence in the Midwest and advancing its mission to build the next generation of advisor-owned independent wealth management firms.
Spahn Financial, led by Kevin Spahn, Timothy Funke, Kyle DeRaedt, and Nirav Patel, will join under OnePoint BFG’s W2 advisor model, with all four partners becoming equity holders in the firm. The structure emphasizes alignment and shared enterprise value, reinforcing OnePoint BFG’s commitment to long-term advisor partnerships and client-focused growth.
The collaboration allows Spahn Financial to combine its trusted relationships and planning-driven approach with OnePoint BFG’s national infrastructure, operational scale, and technology resources. Following this partnership, OnePoint BFG will advise on more than $15 billion in client assets and support over 200 professionals nationwide.
KEY QUOTES:
“For more than three decades, our team has built lifelong relationships grounded in trust and personalized advice. Joining OnePoint BFG allows us to deepen those relationships while expanding the ways we can serve our clients through an independent wealth management platform designed specifically for clients like ours. We now have the strength and infrastructure of a national firm behind us, combined with the entrepreneurial spirit that has always driven our success.”
Kevin Spahn, Partner and Founder, Spahn Financial
“This partnership represents the best of what we’re building at OnePoint BFG. When we unveiled our new brand earlier this year, I said that OnePoint BFG was designed to inspire—to represent not just where we are today, but where we’re going. Welcoming the Spahn team is a clear example of that vision in action. They share our purpose, our planning-driven approach and our commitment to building something enduring for both clients and advisors. This partnership is about growth with intention—expanding our reach while staying true to who we are.”
Andy Schwartz, CEO, OnePoint BFG Wealth Partners
