About this episode

Andy Schwartz discusses the pressures in the financial services industry and the importance of a client-first mindset for growth.

Andy Schwartz is the CEO and Managing Partner of OnePoint BFG Wealth Partners, a national wealth management and financial planning firm that provides personalized, goals-based fiduciary services to help individuals, families, and business owners manage and grow their finances. He co-founded the firm and brings over 40 years of experience as a CFP, focusing on helping clients build wealth, plan for retirement, and preserve their legacy. Under his leadership, the firm rebranded from Bleakley Financial Group to OnePoint BFG and has continued to expand its national presence and enhance its advisory capabilities. Andy is widely recognized in the industry for his client-centered approach and commitment to long-term financial partnerships. In this episode… In the financial services industry, leaders face mounting pressure to grow, adopt new technologies, and scale their firms without compromising client trust or company culture. Many advisors struggle with succession planning, enterprise value, and the fear that AI could replace rather than elevate their teams. How can firms expand responsibly while staying true to a client-first philosophy? Andy Schwartz, a veteran financial advisor…

People in this episode

Host: Richard Walker

Guest: Andy Schwartz

Topics covered

• wealth management
• financial planning
• client trust
• business growth
• succession planning
• AI in finance

Keywords

• financial services
• client-centered approach
• wealth building
• retirement planning
• financial partnerships

Mentioned in this episode

Organizations: OnePoint BFG Wealth Partners, Bleakley Financial Group

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