OnePoint BFG Surpasses $16 Billion in AUM, Appoints Sam Cari as Chief Strategy Officer to Accelerate National Growth

PARSIPPANY, N.J.--(BUSINESS WIRE)--OnePoint BFG Wealth Partners (“OnePoint BFG”), a dynamic wealth advisory and financial planning firm, today announced the onboarding of Sam Cari as chief strategy officer. The appointment comes as the firm surpasses $16 billion in assets under management (AUM) and continues to expand its national footprint through a disciplined combination of organic growth and strategic partnerships.

In this role, Cari will lead the firm’s corporate strategy, oversee advisory delivery functions and spearhead M&A and inorganic growth initiatives as OnePoint BFG continues to scale its integrated, planning-led platform.

Cari joins OnePoint BFG from NorthRock Partners, where he spent more than a decade helping transform the firm from $600 million to $11 billion in AUM. During his tenure, he led the firm’s acquisitions, directed the firm’s enterprise risk management program and founded its trust and estate planning practice. He was also named the firm’s youngest-ever partner.

“Sam’s combination of strategic vision, deal experience and deep understanding of advisory delivery makes him an exceptional addition to our leadership team,” said Andy Schwartz, chief executive officer of OnePoint BFG. “We’ve reached an exciting stage of growth and are continuing to expand our national presence through aligned partnerships. Sam’s leadership will be instrumental in helping us build on that momentum, accelerating our M&A strategy while ensuring we scale thoughtfully and continue delivering a high-touch client experience.”

Cari will be based in the firm’s Minneapolis office, reporting directly to Schwartz and working closely with senior leadership to execute the firm’s long-term growth strategy.

“I’m excited to join OnePoint BFG at a time when the firm is experiencing such strong growth and momentum,” said Cari. “The platform that’s been built – centered on planning, partnership and client outcomes – is incredibly compelling. I look forward to helping expand that foundation through strategic acquisitions and continued investment in the advisor and client experience.”

Cari’s appointment comes amid continued expansion for OnePoint BFG, as the firm executes on a focused M&A strategy to grow its national platform. Earlier this month, it announced a partnership with Armstrong & Sinoff Financial, building on recent transactions with Voyage Wealth Architects and its largest acquisition to date, Spahn Financial Partners, completed late last year. Together, these milestones underscore the firm’s ability to attract high-quality partners and scale a differentiated, planning-led model across key markets.

To learn more about OnePoint BFG’s growth strategy and partnership approach, visit onepointbfg.com.

About OnePoint BFG Wealth Partners

OnePoint BFG Wealth Partners is a financial planning and wealth management firm delivering tailored strategies to individuals, families, and businesses. The firm operates as Bleakley Financial Group, LLC, an independent, SEC-registered investment adviser founded in 1983*, and manages over $16 billion in advisory assets as of March 31, 2026.

The OnePoint BFG brand reflects the firm’s continued evolution, bringing a more integrated and client-focused approach to helping clients make informed financial decisions and build lasting legacies.

Investment advisory and financial planning services offered through Bleakley Financial Group LLC, an SEC registered investment adviser, doing business as OnePoint BFG Wealth Partners and Voyage Wealth Architects.

*Origins of the firm date back to 1983 as a Northwestern Mutual district office. Starting in 2015, the firm transitioned to operating as Bleakley Financial Group LLC, a DBA under Private Advisor Group, until becoming a fully independent, SEC registered investment adviser in 2022. The firm rebranded as OnePoint BFG Wealth Partners in July 2025.