Zoo-Fed Bears Don't Get Equity. Andy Schwartz on Building a Performance Culture That Wins

Between Now and Success · Feb 26, 2026 · 52m

In 1984, Andy Schwartz and his twin brother Scott joined a startup Northwestern Mutual district agency in New Jersey. Four decades later, their firm, OnePoint BFG Wealth Partners, manages approximately $15 billion in assets.

Andy, now CEO and Managing Partner, describes their early days as operating like a "band of pirates" sharing resources and reinvesting heavily in building capacity. His firm's trajectory accelerated significantly when they left Northwestern Mutual in 2015 to become independent, and in 2024, Andy and Scott took an investment from Joe Duran's Rise Growth Partners to fuel…