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OnePoint BFG Wealth Partners welcomes Bast Financial Group, expanding Florida presence
Transactions - SEPTEMBER 11, 2026

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OnePoint BFG Wealth Partners welcomes Bast Financial Group, expanding Florida presence

by Released

OnePoint BFG Wealth Partners, a wealth advisory and financial planning firm, has announced its acquisition of Bast Financial Group, a Tampa, Fla.-based wealth management firm led by founder and private wealth adviser Rebecca Bast. Bast and her six colleagues join OnePoint BFG, adding approximately $400 million in assets under management (AUM), as of Sept. 4, 2026, and further expanding the firm’s presence in Florida.

Founded by Bast, Bast Financial Group serves business owners, executives and families with complex planning needs, including multigenerational wealth transfer. Since beginning her career in 1994, Bast has built an award-winning practice rooted in deep life planning and highly personalized service, earning recognition as one of AdvisorHub’s Top 100 Women Advisors to Watch in 2024. The seven-person team joining OnePoint BFG includes Bast, Parveen Hall, Daniel George, Taylor McCullough, Elena Madrazo, Jonathan Clifford and Jamie Hayes. The practice will operate

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