Why Pressure Is a Privilege With Andy Schwartz

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 and industry leader with over four decades of experience in wealth management, shares that growth must begin with mindset. He believes serving clients is a privilege and that deep listening builds lasting trust. Andy outlines three criteria for successful partnerships, including cultural alignment, measurable growth opportunity, and long-term economic upside. He emphasizes succession planning as a responsibility to clients, encourages leaders to share equity and reward teams generously, and views AI as a force multiplier that enhances service rather than replaces people. In this episode of The Customer Wins, Richard Walker interviews Andy Schwartz, CEO and Managing Partner of OnePoint BFG Wealth Partners, about scaling a wealth management firm without losing culture. Andy also discusses choosing the right private equity partner, building enterprise value through succession planning, and leveraging AI to elevate client service.