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About
Michael Axelrod is Managing Partner and Wealth Advisor at OnePoint BFG Wealth Partners, a leading $12 billion registered investment advisory firm headquartered in New Jersey. He plays a key role in supporting high-net-worth families and small business owners, providing comprehensive financial planning, investment management, and asset protection strategies designed to meet both immediate and long-term client needs. Axelrod is recognized for building personalized, holistic plans that integrate wealth management, tax, estate, and retirement planning services across OnePoint's national footprint.
With over 25 years of experience in the industry, Michael has consistently focused on advising affluent individuals and small business clients, covering a broad range of asset classes and financial services including equities, fixed income, income protection, and estate planning. His expertise extends to creating tailored investment solutions and coordinating with specialists to address complex financial challenges, earning him multiple rankings from Forbes and Barron's as a Best-In-State and Top 1,200 Financial Advisor.
Michael holds a degree in personal finance from the University of Wisconsin-Madison, where he also serves on the Board of Visitors for the School of Human Ecology. His leadership and client-centered approach have contributed significantly to OnePoint BFG's growth and industry reputation, marked by outstanding client satisfaction and numerous professional accolades in the wealth advisory sector.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| OnePointBFG Wealth Partners | Managing Partner | May 1992 to Present | Investment advisory and financial planning services offered through Bleakley Financial Group, LLC, an SEC registered investment adviser, doing business as OnePoint BFG Wealth Partners. For a list of s... |
Education
University of Wisconsin-Madison
1989 — 1993
Others at Bleakley Financial Group, LLC (12)
| Name | Role | Location |
|---|---|---|
| Investment Research and Planning Analyst | Chatham, NJ , United States | |
| Partner | Fairfield, NJ , United States | |
K Kevoi Walters | Senior Investment Research and Planning Analyst | Lincoln Park, NJ , United States |
| Senior Planning and Investment Analyst For Andy Schwartz | New York, NY , United States | |
| Partner | Miami, FL , United States | |
| Partner | Franklin Lakes, NJ , United States | |
| Senior Planning and Investment Analyst | New York, NY , United States | |
| Senior Investment Research and Planning Analyst | New York, NY , United States | |
| Chief Investment Officer | New York, NY , United States | |
| Partner | Parsippany-Troy Hills, NJ , United States |
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| Name | Role | Fund | Location |
|---|---|---|---|
| Partner | Circle Wealth Management, LLC | NJ , United States | |
| Managing Partner | Circle Wealth Management, LLC | New York, NY , United States | |
| Investment Associate | Hennion & Walsh Asset Management, Inc. | Rockaway, NJ , United States | |
K Ken Rubin | Vice President-Investments | Hennion & Walsh Asset Management, Inc. | Delray Beach, FL , United States |