OnePoint BFG<\/a>, adding about $400 million in assets under management, as of Sept. 4. Financial terms were not disclosed.<\/p>\nFounded by Bast, Bast Financial Group serves business owners, executives and families with complex planning needs, including multigenerational wealth transfer. Since beginning her career in 1994, Bast has built a practice focused on life planning and personalized service.<\/p>\n
The seven-person team joining OnePoint BFG includes Bast, Parveen Hall, Daniel Geroge, 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.<\/p>\n
\u201cRebecca and her team share our belief that the best financial advice begins with understanding the person, family and goals behind the numbers,\u201d said Andy Schwartz, chief executive officer of OnePoint BFG. \u201cTheir experience, empathy and commitment to planning will elevate the client experience across our firm. At the same time, OnePoint BFG\u2019s scale and resources will give their clients even greater depth without disrupting the trusted relationships they have built over decades.\u201d<\/p>\n
Through OnePoint BFG, Bast Financial Group clients will gain access to expanded investment capabilities, upgraded technology and a broader team of specialists. Those resources will complement \u2013 not replace \u2013 the individualized, relationship-driven support clients receive from Bast and her team. The combination also strengthens OnePoint BFG\u2019s ability to serve business owners, executives and families navigating financial decisions and multigenerational planning.<\/p>\n
\u201cOnePoint 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,\u201d said Bast. \u201cIts 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 \u2018BFG\u2019 already in the name, it felt like it was meant to be.\u201d<\/p>\n
This team joining builds on OnePoint BFG\u2019s continued expansion in 2026, following its partnerships with Voyage Wealth Architects and Armstrong & Sinoff Financial<\/a> earlier this year. Now managing more than $18 billion in advisory assets, OnePoint BFG continues to grow its national platform through partnerships with advisers and teams that share its planning-led, client-first philosophy.<\/p>\n","protected":false},"excerpt":{"rendered":"OnePoint BFG Wealth Partners, a wealth advisory and financial planning firm with offices in Parsippany, announced on Sept.…\n","protected":false},"author":2,"featured_media":395992,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10],"tags":[157912,157913,157914,157915,157916,135,137,136,157917],"class_list":["post-395991","post","type-post","status-publish","format-standard","has-post-thumbnail","category-tampa","tag-andy-schwartz","tag-armstrong-and-sinoff-financial","tag-bast-financial-group","tag-onepoint-bfg-wealth-partners","tag-rebecca-bast","tag-tampa","tag-tampa-headlines","tag-tampa-news","tag-voyage-wealth-architects"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/us-fl\/wp-json\/wp\/v2\/posts\/395991","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/us-fl\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/us-fl\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-fl\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-fl\/wp-json\/wp\/v2\/comments?post=395991"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/us-fl\/wp-json\/wp\/v2\/posts\/395991\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-fl\/wp-json\/wp\/v2\/media\/395992"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/us-fl\/wp-json\/wp\/v2\/media?parent=395991"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-fl\/wp-json\/wp\/v2\/categories?post=395991"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-fl\/wp-json\/wp\/v2\/tags?post=395991"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}