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When life gets complicated, clarity matters most.

Life's biggest financial moments - a business exit, inheritance, retirement, divorce, loss of a spouse - rarely come with a roadmap. We've guided hundreds of families through exactly these moments.

  • Personalized planning built around your goals, not a product menu

  • Fiduciary advisors who act in your interest - always

  • Coordinated investment, tax, and estate strategies under one roof

  • A national network of offices with local advisor relationships

Let's start a conversation.

The first phone call you make

Andy Schwartz discusses his philosophy on client relationships

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No Out-of-Office

Andy Schwartz explains the mindset of taking calls on the weekend.

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Next-Level Wealth Begins with Next-Level Wealth Advisors.

Your success depends on the team you depend on. Which is why we’ve assembled an elite group of top-tier advisors, resulting in:

16B

AUM

40

Year Legacy

97%

Client Satisfaction

11

Award-Winning Advisors

OnePoint BFG Wealth Partners manages over $16 billion in advisory assets for our clients. (As of 3.31.26)

In our January 2026 Client Experience Survey, we received 97% satisfaction rating from respondents. The survey was distributed to approximately 8,700 clients, representing the primary client and their spouse for the households of the investment advisor representatives with the firm as of Q3 2025. While not every client participated, the feedback offers a strong indication that our service is aligned with client expectations.

The following advisors have been ranked by either Forbes/Shook Research or Barron's: Michael Axelrod, Nathan Barbakoff, Jack Cooney, Frank Lepore, John Mara, Jeffrey Miller, John Patterson, Andy Schwartz, Scott Schwartz, Lyle Weintraub, and Richard Wright Jr.

OP 26-0632

 

Find a OnePoint BFG office near you

Browse the list to view locations, contact details, and directions.

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*Parsippany, NJ*

973.575.4180
300 Kimball Dr, Suite 310, Parsippany, NJ 07054

Atlanta, GA

404.891.9240
3715 Northside Parkway, Bldg 300, Ste 700, Atlanta, GA 30327
Meet the Team

Birmingham, MI

248.468.6490
251 E. Merrill Street, Suite 204, Birmingham, MI 48009
Meet the Team

Bradenton, FL

610.433.7567
Bradenton, FL 34211

Burlington, MA

617.751.6850
25 Mall Road, Suite 330, Burlington, MA 01803

Eagle, Idaho

208.609.3040

500 East Shore Drive, Suite 100, Eagle, ID 83616

Meet the Team

East Greenwich, RI

401.367.3751
East Greenwich, RI 02818

Flemington, NJ

908.751.5387
56 Main Street, Suite 2E, Flemington, NJ 08822
Meet the Team

Greenwood Village, CO

720.204.7353

5251 DTC Parkway, Suite 1045, Greenwood Village, CO 80111

Meet the Team

Houston, TX

713.337.3200

5718 Westheimer Road, Suite 765, Houston, TX 77057

Meet the Team

Lombard, IL

630.458.7024

377 East Butterfield Road, Suite 430, Lombard, IL 60148

Meet the Team

Merrick, NY

516.440.5050
3433 East Bay Ct, Merrick, NY 11566
Meet the Team

Minneapolis, MN

952.234.4520

90 S 7th St, Suite 2950, Minneapolis, MN 55402

Meet the Team

Paradise Valley, AZ

973.575.4180
8235 North 62nd Place, Paradise Valley, AZ 85253

Phoenix, AZ

973.575.4180
5090 N. 40th Street, Ste 200, Phoenix, AZ 85018

Purcellville, VA

202.240.9522
Purcellville, VA 20132
Meet the Team

Richmond, VA

804.762.7022
504 Libbie Avenue, Richmond, VA 23226
Meet the Team

St. Petersburg, FL

804.762.7022
St. Petersburg, FL 33701
Meet the Team

Whitehall, PA

610.433.7567
514 Fullerton Avenue, Whitehall, PA 18052
Meet the Team

Winter Park, FL

407.907.6105

145 Lincoln Ave, Suite B

Winter Park, FL 32789

Meet the Team

 

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Corporate Office

Call Us

973.575.4180

Hours

Mon - Fri 8:30
AM - 5:00 PM

Address

300 Kimball Drive
Suite 310
Parsippany, NJ 07054