OnePoint BFG adds advisory team and West Palm Beach office
David Siegel’s four-person team serves about 230 client households, the firm says.
Key Takeaways
- •The partnership establishes a West Palm Beach office for OnePoint BFG.
- •The firm identifies four team members led by David Siegel.
- •The team’s reported client assets totaled about $240 million as of Aug. 17, 2026.
OnePoint BFG Wealth Partners says it has partnered with adviser David Siegel and his team, establishing a West Palm Beach office for the firm.
The four-person team includes Siegel, Christopher Ballerano, Devin Kooi and Serena Craven, according to the company. OnePoint BFG says the practice serves approximately 230 client households.
The firm reports about $240 million in assets under management as of Aug. 17, 2026. That figure describes client assets managed by the team, rather than a purchase price or new financing.
The practice serves clients including executives, business owners, entrepreneurs and real estate professionals, OnePoint BFG says.
