Leadership in Finance Is About Building Something That Lasts
Andy Schwartz has been named a 2026 Leaders in Finance Award Honoree in the Investment category by NJBIZ.
The award recognizes financial leaders across New Jersey who drive results within their firms while strengthening the broader community.
For Andy, leadership has never been about recognition. It has been about responsibility.
Four Decades. One Firm. One Philosophy.
Over nearly 40 years, Andy has helped guide the evolution of what is now OnePoint BFG Wealth Partners — from a traditional financial planning practice founded in 1985 to a fully independent Registered Investment Advisor serving thousands of families nationwide.
Through multiple market cycles, regulatory shifts, and generational transitions, one principle has remained constant:
When clients feel heard and protected, growth follows naturally.
Today, OnePoint BFG supports:
- More than 200 professionals
- Over $15 billion in assets under management
- Families, business owners, and institutions across the country
The growth has been intentional. Disciplined. Client-first.
Stewardship Over Spotlight
Andy often describes leadership in wealth management as stewardship.
That means:
- Building a firm designed to outlast any one individual
- Developing the next generation of advisors
- Hiring for judgment and integrity over titles
- Leading with planning, not products
- Viewing growth as a responsibility, not an ego metric
The goal is not to predict markets.
The goal is to build enduring structures that allow families to navigate uncertainty with clarity.
Commitment Beyond the Firm
Leadership extends beyond the office.
Andy has served as a Trustee of New Jersey SEEDS and supports organizations including:
- Nourish NJ
- Navy SEAL Foundation
- Jewish Federation of Greater MetroWest NJ
- JSDD
Education, community resilience, veteran support, and service to individuals with developmental disabilities remain central commitments.
Because legacy is measured by impact, not accumulation.
A Planning-Led Future
Andy believes the future of wealth management must be planning-led and relentlessly client-first.
When advice is grounded in thoughtful planning rather than products or predictions:
- Decisions improve
- Trust deepens
- Outcomes compound
This recognition from NJBIZ reflects not only individual leadership, but the collective discipline and commitment of the entire OnePoint BFG team.
About the Award
The NJBIZ Leaders in Finance Award celebrates New Jersey financial executives at all levels who contribute to the success of their companies and their communities.
Honorees will be recognized at an in-person awards ceremony on April 28 at The Marigold in Somerset, NJ.
In Closing
Leadership is not about headlines.
It is about building something that endures.
We are proud to see Andy’s leadership recognized — and even more proud of the standard he continues to set.
Curious what planning-led advice looks like in practice? Schedule a conversation with our team.
Investment advisory and financial planning services offered through Bleakley Financial Group, LLC, an SEC registered investment adviser, doing business as OnePoint BFG Wealth Partners (herein referred to as “OnePoint BFG”). For more information regarding OnePoint BFG including important disclosures, please visit https://adviserinfo.sec.gov/.
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This communication has been provided for informational purposes only and should not be considered as investment, legal or tax advice or as a recommendation. This material provides general information only. OnePoint BFG does not offer legal or tax advice. Please contact legal counsel or your tax advisor to recommend the application of this general information to any particular situation or prepare an instrument chosen to implement the design discussed herein. Circular 230 notice: To ensure compliance with requirements imposed by the IRS, this notice is to inform you that any tax advice included in this communication, including any attachments, is not intended or written to be used, and cannot be used, for the purpose of avoiding any federal tax penalty or promoting, marketing, or recommending to another party any transaction or matter.
OP 26-0228
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