OnePoint BFG Wealth Partners has acquired Voyage Wealth Architects, enhancing its wealth management services and expanding its asset management capabilities.
Target Information
Voyage Wealth Architects, led by co-founders Brian Eder and Jesse Bergland, is a financial planning and wealth management firm based in Minneapolis. The company specializes in providing tailored financial advice and managed assets exceeding $700 million. Initially an affiliate of Northwestern Mutual, Voyage was established in 2021 after Eder and Bergland joined forces, leveraging their combined industry experience of over two decades.
The firm has built a reputation for its client-first approach and emphasis on life outcomes instead of transactional relationships. This philosophy aligns with the strategic vision of its acquiring entity, making Voyage an attractive target for acquisition.
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Industry Overview
The wealth management industry in New Jersey is characterized by rapid growth and increasing competition, with firms continually seeking to enhance their service offerings. With a current ma
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Disclosed details
Transaction Size: $15,000M