Jon Betlow

Jon P. Betlow is a Partner and Certified Financial Planner® at OnePointBFG Wealth Partners in Fairfield, NJ, where he specializes in providing comprehensive wealth management and financial planning solutions. As a senior member of the firm, he leads client strategy, focusing on personalized investment advice and holistic asset management for high-net-worth individuals and families.

Jon’s expertise spans across key sectors including equities, fixed income, retirement planning, insurance, and multi-asset diversification strategies, with an emphasis on tailoring portfolios to meet client-specific risk tolerances and goals. He leverages advanced financial analysis and multi-generational wealth transfer strategies, reflecting deep experience in both public and private investment vehicles.

With a career at OnePointBFG Wealth Partners since 1993, Jon Betlow holds a BBA in Finance from the University of Michigan - Stephen M. Ross School of Business. His recognized achievements include earning the CFP®, CLU®, ChFC®, and CLTC® designations, highlighting his commitment to the highest professional standards. He is known in the industry for delivering an integrated, client-first approach to wealth management and comprehensive planning.