Voyage Wealth Architects, a member of OnePoint BFG Wealth Partners

Back to school season is here, and between dropping our own kids off at campus or in the classroom and heading into the office, the OnePoint BFG Wealth Partners team is as energized as ever heading into the fall.

As routines reset and schedules fill back up, it is a natural time to revisit your financial plan and make sure everything is aligned for the months ahead. We are here and ready when you are.

From our team to yours, welcome to fall.

We are honored to share that OnePoint BFG Wealth Partners has officially been recognized as one of the Minneapolis/St. Paul Business Journal's 2026 Best Places to Work for the second consecutive year, earning a BPTW score of 94.2.

This recognition is a reflection of a team that shows up for each other the same way we show up for our clients, and a culture we are genuinely proud to be a part of. Being a two-time honoree affirms what we have always believed — that investing in your people is one of the most important decisions a company can make.

To our team, thank you. This one belongs to you.

Read the full feature here: https://bit.ly/4gL3WRF

We are proud to share that Jacob Mathews has officially earned his CFP® (CERTIFIED FINANCIAL PLANNER®) designation!

The CFP credential represents hundreds of hours of coursework, rigorous examination, and a deep commitment to the people he serves. Earning it is no small feat, and Jacob accomplished it while showing up for our team and our clients every single day.

This milestone is a reflection of everything Jake brings to this work - his dedication, his drive, and his genuine care for the clients whose financial lives he helps shape. We could not be more proud to have him on our team.

Congratulations!

For the business owners we serve, the relationship they have with their advisor is not just another professional engagement. It is one of the most important ones in their lives.

Running a company demands enough from you already. The last thing a business owner needs is a financial relationship that adds complexity instead of removing it. What they need is a plan they trust, a team they can lean on, an advisor who has been in their shoes, and the confidence to focus on what they do best, knowing everything else is being handled.

That is what we work to deliver every single day. And when we hear that a client has accomplished more than they ever thought they would, that is everything.

If that sounds like the kind of relationship you have been looking for, we would love to be introduced: https://bit.ly/4x4J0Mf

Most business owners spend years building something remarkable. Far fewer spend time preparing to sell it.

Our own Brian Eder, Managing Partner and Private Wealth Advisor at OnePoint BFG Wealth Partners, was featured in the Wealth Management 2026 Midyear Outlook, and the message is one every business owner needs to hear before they think they need to hear it.

The most productive planning conversations happen 12 to 18 months before a sale. Not after the letter of intent is signed. Not when a buyer calls. Long before any of that. Because once the process is underway, many of the most valuable opportunities are already gone.

The hardest question in any exit is rarely what the business is worth. It is who you are after the business is gone.

Read the full feature HERE: https://bit.ly/3SR0r4b

Retirement is one of life's biggest transitions.

For years, you've spent your career building, saving, and planning for the future. Then one day, the questions shift. Have we saved enough? Will our money last? Can we finally enjoy this chapter without constantly worrying about what's next?

We believe retirement planning is about more than investments and income strategies. It's about helping people feel prepared for the life they've worked so hard to create, and giving them the confidence to actually enjoy it.

That's why we continue to walk alongside our clients long after they retire, providing guidance through every new season, milestone, and unexpected turn. Because the goal isn't just getting to retirement. It's helping you feel confident once you're there.

If you're approaching retirement or already navigating this next chapter, let's start a conversation about what comes next: https://www.onepointbfg.com/voyage/contact

Same clients. Same commitment. Same conversations that go far beyond a portfolio review.

The business owner who has spent decades building something and is starting to think about what comes next. The executive managing a compensation structure that many advisors do not fully understand. The family that is not just thinking about their own financial future, but the generation after that. The individual who is done putting retirement planning on the back burner and ready to live life now.

These are not new clients to us. They are the people we have always built our firm to serve. And when we became part of OnePoint BFG Wealth Partners, one of the first things we confirmed was that this is exactly who OnePoint BFG was built for too.

The focus has not changed. If anything, we are now better positioned than ever to serve the people who have always trusted us with life's most important decisions.

Sound like someone you know? We would love to meet them.

We pour a lot into this work. And every once in a while, we are reminded of exactly why.

For our executive clients, the demands of their financial lives require more than expertise. They require a team that is present, accessible, and genuinely invested in the people they serve. Not just one advisor. Every single person they interact with.

Knowing that our clients feel that, that they can walk through any door on our team and feel taken care of, is something we do not take lightly. It is what we work toward every day and what we are most proud of.

If you are looking for a financial relationship where the whole team shows up for you, we would love to connect.

At OnePoint BFG Wealth Partners, we believe that great financial decisions start with great thinking. In honor of National Book Lovers Day, we are sharing three books we recommend to our clients because the conversations they spark are ones worth having.

From understanding the behavioral forces that drive financial decisions, to rethinking how we use wealth to live fully, to preparing a business for a successful transition, each of these reads offers a perspective that extends well beyond the pages.

These are not just books we recommend. They are books we believe in enough to put them in the hands of the people we serve.

We would love to know what's on your reading list. Share your recommendation in the comments below.