“Financial plans should serve lives, not the other way around. To do that well, someone needs to be present when clients figure out what kind of life they actually want. Most firms do not have that seat. We do, and we intend to keep it filled.”
Andy Schwartz — CEO & Co-Founder, OnePoint BFG Wealth Partners
Read the Full Article in Barron’s →
What the article arguesThe wealth management industry has spent a decade claiming advisors are trusted life partners. The problem: building a financial plan and helping someone gain clarity about their life require different training, different boundaries, and different skill sets. Combining them weakens both. Andy examines three shortcuts the industry relies on instead of structural change — and explains why none of them actually work. |
What OnePoint BFG did differentlyNearly a decade ago, the firm hired Marlene Carpena — a Professional Certified Coach trained through iPEC — not as a referral partner, but as a full-time member of the team. Her role is separate from the advisory relationship, with its own training, boundaries, and confidentiality. The result: advisors do what advisors are trained to do. Marlene does what coaches are trained to do. Clients get both. |
Why it matters to you
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When life shifts, financial plans need to shift with them. Having a coach in the room means clarity before the plan changes. |
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Coaching is not therapy. It is structured, goal-oriented work focused on where you want to go — not what you need to heal from. |
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Your financial plan and your coaching conversations are separate by design. What stays in coaching stays in coaching. |
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Andy Schwartz, CFPCo-Founder, CEO & Managing Partner Andy has spent more than 40 years helping clients navigate major financial decisions with confidence. He co-founded OnePoint BFG Wealth Partners — a $16B AUM registered investment advisory firm — on the belief that great financial planning is inseparable from the life it is meant to fund. He writes and speaks regularly about what it actually takes to build an advisory firm that puts clients first. |
Read Andy’s full article in Barron’s
One advisor cannot perform two professions simultaneously. Here is what we built instead, and why we think the rest of the industry should pay attention.
Read in Barron’s →OnePoint BFG Wealth Partners
The opinions expressed by Andy Schwartz are his own personal views and experiences as an Investment Advisor Representative.
The information contained herein is provided for informational and discussion purposes only and is not, and may not be relied on, in any manner, as legal, tax, accounting or regulatory advice nor does this constitute an offer to sell or a solicitation of an offer to buy any securities and may not be used or relied upon in connection with any offer or sale of securities. The information, as set forth herein, should not be construed or interpreted as OnePoint BFG’s guarantee of any particular investment outcome or a guarantee of future investment returns or results.
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”).
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OP 26-0710
