OnePoint BFG Deepens Midwest Push with $700M Voyage Acquisition
- $700M: Assets under management acquired from Voyage Wealth Architects
- $15B+: OnePoint BFG's total advisory assets after the acquisition
- $25B: Projected assets within the next 18 months
Experts would likely conclude that this acquisition reflects a strategic consolidation trend in the RIA industry, emphasizing scale, technology, and client-centric planning to navigate regulatory and competitive challenges.
OnePoint BFG Deepens Midwest Push with $700M Voyage Acquisition
PARSIPPANY, NJ – February 02, 2026 – OnePoint BFG Wealth Partners, a rapidly expanding wealth advisory firm, has acquired Voyage Wealth Architects, a Minneapolis-based firm managing $700 million in assets. The deal marks another significant step in OnePoint BFG's aggressive national growth strategy, strengthening its foothold in the competitive Midwest market and pushing its total advisory assets well over the $15 billion mark.
The partnership, announced today, is framed by both firms as a strategic alignment of philosophy rather than a simple corporate takeover. It reflects a powerful trend of consolidation within the Registered Investment Advisor (RIA) industry, where firms are seeking to achieve scale to enhance technology, broaden investment capabilities, and navigate an increasingly complex regulatory landscape.
A Blueprint for National Expansion
This acquisition is a key component of a deliberate, multi-billion-dollar growth plan for OnePoint BFG, which rebranded from the well-established Bleakley Financial Group in 2025 to signal its evolution into a unified national platform. The firm has set an ambitious target of achieving approximately $5 billion in inorganic growth annually, and this latest move demonstrates its continued execution of that strategy.
The Voyage deal follows the firm's landmark acquisition in October 2025 of Spahn Financial Partners, a Chicago-based powerhouse with $2 billion in assets under management. Together, the Chicago and Minneapolis acquisitions establish a formidable presence for OnePoint BFG across the Midwest, a region rich with financial planning opportunities.
"Voyage exemplifies the planning-led, client-first philosophy we seek in our partnerships," said Andy Schwartz, chief executive officer of OnePoint BFG, in a statement. "Their emphasis on life outcomes over transactions, deep planning expertise and strong team culture make this a natural fit."
This sentiment was echoed by Voyage's leadership, who undertook an exhaustive search for the right partner. "After evaluating more than 30 potential partners, OnePoint BFG stood out as the best long-term home for our clients and team," stated Brian Eder, chief executive officer of Voyage. Eder cited a shared “disciplined approach to planning, intentional growth and a people-first mindset” as critical factors in the decision.
The Strategic Capital Fueling Growth
Fueling OnePoint BFG’s accelerated expansion is its strategic partnership with Rise Growth Partners, a specialized investment firm that took a non-controlling minority stake in the company in 2024. Rise, founded by industry veteran Joe Duran, former CEO of United Capital, provides not just capital but deep operational expertise to help growth-oriented RIAs build enduring national brands.
Rise's investment has been a catalyst, empowering OnePoint BFG to aggressively pursue its M&A pipeline, which is projected to help the firm reach approximately $25 billion in assets within the next 18 months. The partnership supports a model that emphasizes “alignment over consolidation,” allowing acquired firms like Voyage to maintain their local identity and client relationships while plugging into a more powerful national infrastructure. This includes access to OnePoint BFG’s advisor equity ownership program and a W-2 employment model, which are designed to attract and retain top-tier talent in a competitive market.
Reshaping the Midwest Financial Landscape
The strategic entry into Minneapolis does more than just add assets; it reshapes the competitive dynamics for wealth management in the region. By establishing a significant presence in two of the Midwest's largest financial hubs, OnePoint BFG is challenging both established national wirehouses and independent local RIAs. The firm is positioning itself as a compelling alternative that combines the resources of a large national entity with the personalized, planning-focused approach of a boutique advisor.
For Voyage clients, the transition is being messaged with an emphasis on continuity and enhancement under the banner “Same Team. New Voyage. Your OnePoint.” The promise is that clients will continue to work with their trusted advisors while gaining access to an expanded suite of services. These include more sophisticated investment capabilities, upgraded technology platforms for a better digital experience, and the support of a broader team of specialists in areas like tax and estate planning.
Voyage Wealth Architects has built its reputation on creating highly customized financial plans centered on clients’ life goals and values. The integration with OnePoint BFG aims to amplify this capability, providing the firm’s advisors with more powerful tools to deliver the tax-intelligent and purpose-driven advice their clients expect. While Voyage will transition to the OnePoint BFG brand over time, the immediate focus remains on a seamless integration that prioritizes the client experience above all else, a crucial element for ensuring retention and fostering long-term trust during a period of change.
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