Lyle Weintraub is a Certified Financial Planner (CFP®) and independent wealth management advisor affiliated with OnePoint BFG. Since 1993, he has helped individuals, business owners, and executives create customized financial plans focused on long-term security and lifestyle goals. Recognized in Forbes Best-in-State Wealth Advisors (2022–2025), Lyle combines financial expertise with a highly personal, relationship-driven approach. His services include investment management, retirement planning, estate strategies, and risk management for clients across the United States.
