Andy Schwartz
CEO and Managing Partner of OnePoint BFG Wealth Partners and long-time financial advisor who co-founded his firm out of Northwestern Mutual and helped scale it to roughly $15 billion in assets while focusing on reinvestment, capacity building, and shared equity for team members.
Best podcasts with Andy Schwartz
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Feb 26, 2026 • 52min
Zoo-Fed Bears Don't Get Equity. Andy Schwartz on Building a Performance Culture That Wins
Andy Schwartz, CEO and managing partner who helped scale OnePoint from a startup to ~$15B, shares his career arc and leadership approach. He talks about reinvesting to build capacity. He explains shared equity for committed partners. He describes centralization, preserving advisor autonomy, and plans to scale further while preparing for AI and higher-end advice.
