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Wealth Advisor in Morris County, NJ, Serving Clients Nationwide

RIA means you can feel independent too.

What is the RIA difference? Investment Advisor Representatives have a duty to act in your best interest. That is a legal obligation, and it is expressed in the investment recommendations the Registered Investment Advisor (RIA) and their representatives make and the advice and guidance they offer. Lyle Weintraub, CFP® is a wealth advisor in Morris County who has your back.  Located just minutes from Manhattan, our team serves clients throughout the Tri-State area and nationwide.  

RIAs aren’t a trend, they’re the future

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Average assets under management increase for RIA’s from 2023 to 2024

0 %

Revenue increase from 2023 to 2024

0 %

RIA client growth from 2023 to 2024

1 Yrs

Consistent growth year over year for RIAs

We’re ready
to listen.

We’d love to hear from you. Please reach out with any questions. 

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RIA Data Source: Schwab Advisor Services 2025 Benchmarking Study, 7.21.2025 

Forbes Best-in-State Wealth Advisors, NJ: 2022 – 2025

About

Our Process

OnePoint BFG

Contact

Live
Wealthfully.

© 2025. All Rights Reserved
OnePoint BFG

lyle.weintraub@onepointbfg.com

300 Kimball Drive, Suite 310 

Parsippany, NJ 07054

Phone: 973.244.4216

Check the background of this investment professional on FINRA’s Broker Check

Investment advisory and financial planning services offered through OnePoint BFG, LLC, an SEC registered investment adviser, doing business as OnePoint BFG Wealth Partners.

 The investment performance and the success of any investment strategy or particular investment can never be predicted or guaranteed, and the value of a client’s investments will fluctuate due to market conditions and other factors. Investments may lose value and past performance is never a guarantee of future results.

 You are under no obligation to use the services of any strategic partner and may choose any qualified professional to provide CPA, legal, tax services. OnePoint BFG Wealth Partners does not provide legal, tax, or accounting advice or services. Please consult your legal advisor regarding your specific situation.

 Insurance products and services are offered through various insurance agents and/or agencies. Insurance products and services are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency, and may go down in value. Not all insurance products and services are available in all states.

 Third party websites linked are not under the control of OnePoint BFG Wealth Partners and it is not responsible for, nor does it certify or endorse, the content of any linked site. Links are provided for educational and information purposes only.

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