On October 28, 2025, OnePoint BFG Wealth Partners announced that it acquired Spahn Financial Partners.
OnePoint BFG Wealth Partners (“OnePoint BFG”) announced, on October 28, 2025, that it acquired Spahn Financial Partners (“Spahn Financial”). Under the terms of the transaction, Kevin Spahn, partner and founder of Spahn Financial, along with Timothy Funke, Kyle DeRaedt, and Nirav Patel, will join OnePoint BFG under its W2 advisor model, with all four partners becoming equity holders within the firm. Further terms of the deal were not disclosed.
OnePoint BFG, based in Parsippany, New Jersey, is registered investment advisor offering financial planning and wealth management services. As of June 30, 2025, OnePoint BFG had more than $13 billion in advisory assets.
Spahn Financial, based in Chicago, is an advisory firm offering financial planning, multigenerational planning, retirement planning, estate planning, and tax efficient strategies. Spahn Financial has approximately $2 billion in assets.
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