OnePoint BFG Wealth Partners (“OnePoint BFG”), a dynamic wealth advisory and financial planning firm, today announced it has been named a finalist in three categories at the 2026 Wealth Management Industry Awards (“Wealthies”), including Chief Executive Officer of the Year (AUM Under $25 Billion), Chief Operations Officer of the Year and Client Initiatives: Integrated Wealth Experience. The recognitions reflect OnePoint BFG’s continued growth and commitment to delivering an elevated experience for clients and advisors through strong leadership, operational excellence and innovative planning solutions.
Andy Schwartz, chief executive officer of OnePoint BFG, was named a finalist for Chief Executive Officer of the Year (AUM Under $25 Billion). Under Schwartz’s leadership, the firm has grown from approximately $9 billion in assets under management in 2024 to more than $16 billion today while expanding its national footprint and enhancing its comprehensive wealth management offering. His vision has centered on helping clients pursue long-term financial goals through a coordinated approach that brings together investment management, tax planning, estate planning, retirement planning and philanthropic strategies.
Vince Nauheimer, chief operating officer of OnePoint BFG, was named a finalist for Chief Operations Officer of the Year in recognition of his leadership in building the operational infrastructure necessary to support the firm’s rapid growth. Nauheimer has played a key role in advisor alignment, business integration and service consistency initiatives, including the successful transition of approximately 80% of client assets from independent contractor relationships to a W-2 advisor model. His efforts have helped create a scalable operating framework that supports advisor effectiveness, operational consistency and sustainable growth.
OnePoint BFG was also recognized as a finalist in the Individual RIA – Client Initiatives category for its integrated client experience model, which modernizes estate, tax, retirement, philanthropic and business owner planning for high-net-worth families. The initiative brings together advanced estate planning, visual wealth mapping, Social Security optimization, business valuation services and private foundation administration into a single, advisor-led experience. By replacing fragmented, document-driven processes with a more visual and coordinated planning framework, the model helps clients make important financial decisions with greater clarity and confidence while strengthening collaboration among advisors, attorneys, accountants and family members.
“These recognitions reflect the dedication of our entire team and our commitment to continually improving the experience we deliver to clients,” said Schwartz. “As financial lives become increasingly complex, we believe clients benefit most from a coordinated approach that combines sophisticated planning capabilities with strong personal relationships and coordinated guidance.”
The impact of the firm’s client experience initiative is reflected in strong client engagement and satisfaction. OnePoint BFG’s Net Promoter Scores increased from 83 in September 2024 to 84 in 2026, demonstrating exceptional levels of client advocacy. The framework has also supported successful acquisitions and integrations while helping the firm maintain a consistent planning experience across a growing national organization.
The Wealth Management Industry Awards recognize organizations and individuals whose achievements, innovations and contributions are helping shape the future of the financial advice profession.
Learn more at onepointbfg.com.
About OnePoint BFG Wealth Partners
OnePoint BFG Wealth Partners is a financial planning and wealth management firm delivering tailored strategies to individuals, families, and businesses. The firm operates as Bleakley Financial Group, LLC, an independent, SEC-registered investment adviser founded in 1983*, and manages over $16 billion in advisory assets as of March 31, 2026.
The OnePoint BFG brand reflects the firm’s continued evolution, bringing a more integrated and client-focused approach to helping clients make informed financial decisions and build lasting legacies.
Investment advisory and financial planning services offered through Bleakley Financial Group LLC, an SEC registered investment adviser, doing business as OnePoint BFG Wealth Partners and Voyage Wealth Architects.
*Origins of the firm date back to 1983 as a Northwestern Mutual district office. Starting in 2015, the firm transitioned to operating as Bleakley Financial Group LLC, a DBA under Private Advisor Group, until becoming a fully independent, SEC registered investment adviser in 2022. The firm rebranded as OnePoint BFG Wealth Partners in July 2025.
Disclosures to be added to OnePointBFG.com share of this press release:
Investment advisory and financial planning services offered through Bleakley Financial Group, LLC, an SEC registered investment adviser, doing business as OnePoint BFG Wealth Partners (herein referred to as “OnePoint BFG”). For more information regarding OnePoint BFG including important disclosures, please visit https://adviserinfo.sec.gov/.
The third-party information contained herein is provided for informational and discussion purposes only. OnePoint BFG does not represent this third-party information as its own. While OnePoint BFG has gathered this information from sources deemed to be reliable, OnePoint BFG has not reviewed or verified any information input by your financial professional or that of the third-party source, nor can OnePoint BFG guarantee the completeness or accuracy of this data.
OnePoint BFG does not offer legal or tax advice. This document is not a substitute for the advice of a qualified attorney or tax professional. You should not take any action based solely on the information provided on this report without seeking legal counsel from a licensed attorney or tax professional in your jurisdiction. No attorney-client relationship is formed by your use of this document.
OnePoint BFG often uses Artificial Intelligence (“AI”) in the generation of marketing and advertising and has established policies to ensure all AI generated material goes through human review prior to dissemination. This communication has been provided for general informational and discussion purposes only, and should not be considered as investment, legal or tax advice or as a recommendation. OnePoint BFG does not represent any third-party information used as its own. Please contact your legal counsel or tax advisor to recommend the application of this general information to any particular situation or prepare an instrument chosen to implement the design discussed herein.
This communication has been provided for informational purposes only and should not be considered as investment, legal or tax advice or as a recommendation. This material provides general information only. OnePoint BFG does not offer legal or tax advice. Please contact legal counsel or your tax advisor to recommend the application of this general information to any particular situation or prepare an instrument chosen to implement the design discussed herein. Circular 230 notice: To ensure compliance with requirements imposed by the IRS, this notice is to inform you that any tax advice included in this communication, including any attachments, is not intended or written to be used, and cannot be used, for the purpose of avoiding any federal tax penalty or promoting, marketing, or recommending to another party any transaction or matter. The Wealth Management Industry Awards was developed by Informa. Informa does not receive a fee from OnePoint BFG Wealth Partners in exchange for these awards. Finalists and winners are determined by a panel of independent judges.
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