OnePoint BFG Wealth Partners, a registered investment advisor backed by Rise Growth Partners, has acquired Voyage Wealth Architects, a Minneapolis-based firm with $700 million in assets under management. The firm was previously affiliated with Northwestern Mutual.
Fairfield, N.J.-based OnePoint BFG was founded in 1985 by twin brothers Scott and Andy Schwartz as a practice affiliated with Northwestern Mutual.
Voyage is led by CEO Brian Eder, who said his team considered more than 30 potential partners before landing on OnePoint. The business consists of four partners, including Eder, Jesse Bergland, Chris Crubaugh and Chris Koenig, five financial planning experts, two client service professionals and four executive leaders and support staff.
“Voyage exemplifies the planning-led, client-first philosophy we seek in our partnerships,” OnePoint BFG CEO Andy Schwartz said. “Their emphasis on life outcomes over transactions, deep planning expertise and strong team culture make this a natural fit. Clients will benefit from enhanced clarity, sophistication and long-term support—while continuing to work with the trusted advisors they value.”
This follows news in October that OnePoint BFG acquired Spahn Financial Partners, a Chicago-based advisory practice with $2 billion in AUM. That was the firm’s largest deal to date, bringing its total client assets to over $15 billion.
In December, the RIA added four new execs to its senior leadership team, including Alex Mostovoi, a former chief operating officer and chief financial officer at Emigrant Partners, who joined as CFO.
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