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The OnePoint Experience

How thoughtful planning, disciplined advice, and trusted relationships guide every decision we make.

Serving families, business owners, and institutions nationwide with more than $15 billion under management.

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What Our Clients Say

Our clients often describe the value of thoughtful planning, steady guidance, and a relationship built on trust.

“Our advisor is always thoroughly prepared for our quarterly portfolio review meetings and consistently answers all of our questions. His interactions are friendly and highly professional. We are very satisfied with the support he has provided and with the results of our portfolio management.”
Portfolio Management
“Our advisor has been great at giving advice about my goals for the future. When we first met, I had no idea if I would be able to retire at all. They set up a plan, and now I am able to retire comfortably years earlier than I thought I would be able to. He is also helping me reach my goal of purchasing a second home. I feel confident, with his advice, that I will be financially stable in the future."
Retirement Planning
“My advisor continues to add value to me, my family, my business, and my estate plan, and he is also an outstanding person of high integrity and honesty.”
Estate Planning
“They are the real deal. We trust them completely. They have a real talent for explaining the complex world of investing in a way we can easily understand.”
Proactive Service
“Every time we meet, I feel like I walk away from the meeting able to make informed decisions about my financial goals, my lifestyle, and my savings plans.”
Life Planning
“He communicates clearly, and in addition to being highly effective at the technical components of his job, he understands and leans into the emotional aspects of our financial life. He understands that there is more at play here than just money. ”
Relationship Management
“We are so thankful for the relationship and expertise of our financial advisor. We have total confidence in his decisions and recommendations for our financial well-being."
Financial Advisor
“This is my third financial advisor, and by far the best one I have worked with. The team has been proactive, have opened a line of wonderful communication, and have allowed me to rest easy. They are always responsive and have done a great job explaining my options. I appreciate all they have done for me and my family."
Financial Advisor

“I consider our advisor a true professional—really, a friend. He is very easy to talk to and asks the questions that need to be answered while I go on about this and that. He has always been easy to reach, available, and extremely helpful. I trust him, which is incredibly important when you are dealing with a lifetime of savings and investments.

I have never had this level of trust and admiration for any other financial advisor I have worked with or met. He is truly one of a kind—a good person and a consummate professional."

Planning Clarity
“We finally feel organized and confident about the decisions ahead.”
— J.T., Client
Planning Clarity

The testimonials provided herein may not be representative of the experience of other clients and should not be considered a guarantee of future performance or results. The individuals offering testimonials were not compensated in any manner for their statements. To the Firm’s knowledge, no material conflicts of interest exist with respect to these testimonials.

What’s Your OnePoint?

Behind every advisor is a guiding principle.

In this series, our team shares the perspective that shapes how they simplify complexity, build trust, and help clients move forward with clarity.

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What’s Your OnePoint? | Andy Schwartz

Welcome to our new series where we share the voices of our team and what their
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What’s Your OnePoint? | David Mandelbaum

Welcome to our series where we share the voices of our team and what their ...
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What’s Your OnePoint? | Jeff Miller

Welcome to our series where we share the voices of our team and what their ...
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What’s Your OnePoint? | Molly McClure

Welcome to our new series where we share the voices of our team and what their
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What’s Your OnePoint? | Kevin M. Spahn

Welcome to our new series where we share the voices of our team and what their
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What’s Your OnePoint? | Mark Feldman

Welcome to our new series where we share the voices of our team and what their
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What’s Your OnePoint? | Frank Lepore

Welcome to our new series where we share the voices of our team and what their
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What’s Your OnePoint? | Michael Axelrod

Welcome to our new series where we share the voices of our team and what their
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What’s Your OnePoint? | Alexis Miller

Welcome to our new series where we share the voices of our team and what their
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What’s Your OnePoint? | John Patterson

Welcome to our new series where we share the voices of our team and what their
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What’s Your OnePoint? | Peter Boockvar

Welcome to our new series where we share the voices of our team and what their
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What’s Your OnePoint? | Nathan Barbakoff

Welcome to our new series where we share the voices of our team and what their
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What’s Your OnePoint? | Scott Schwartz, CFP®

Welcome to our new series where we share the voices of our team and what their
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What’s Your OnePoint? | Sean McCarthy, CFP®, RICP®, ChFC®

Welcome to our new series where we share the voices of our team and what their
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What’s Your OnePoint? | Monica Pyryt

Welcome to our new series where we share the voices of our team and what their
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What’s Your OnePoint? | Anthony Holden

Welcome to our new series where we share the voices of our team and what their
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How We Deliver It

The OnePoint experience centers on a dedicated advisor — supported by specialized expertise and guided by a financial plan designed to evolve with your life.

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One relationship at the center

Your advisor serves as the central point of coordination — bringing together planning, investments, tax strategy, and life decisions in one clear framework.

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Specialists, seamlessly integrated

When additional expertise is needed — tax strategy, estate planning, business transitions, or complex investments — your advisor coordinates the right specialists within a unified strategy.

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A plan designed to evolve

Your financial plan is not static. It evolves with your family, your ambitions, and the opportunities that shape your future.

Ready to talk through your “OnePoint”?

Connect With an Advisor

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