Andy Schwartz, CFP®
For nearly 35 years, Andy Schwartz has provided financial planning and wealth management services to clients throughout the country. As an independent adviser, his advice and guidance is always personalized and focused on the client's success. He is the founder and principal of Bleakley Financial Group, a wealth management firm servicing over $5.5 billion in client brokerage and advisory assets.
Andy has been recognized as a a top financial adviser in Fobres, Barron's, and Financial Times the past three years (2018,2019,2020). He was also named a 2019 Executive of the Year.
For over two decades, Andy has supported New Jersey Seeds, an education-based nonprofit founded to confront the lack of opportunity of high-achieving, low-income students. Since joining the organization, he has acted in numerous roles, while raising over $2.9 million that helped more than 2,500 students who have enrolled in the program.
Latest articles by Andy Schwartz, CFP®
You Are NOT Ready to Retire Until You Can Answer These 7 Questions
retirement The obvious ones include how you will claim Social Security and whether you have enough money to retire, but there are other issues to think about as well — and some have nothing to do with money.
Your Financial Planner, CPA and Attorney Work Best When They Work Together
tax planning Financial advisers are able to provide you with better holistic advice when they are able to collaborate with their clients’ accountants and attorneys.
By Andy Schwartz, CFP® Publishedtax planning
For Financially Responsible Kids, Do NOT Do These 3 Things
family savings The key to putting your kids on the right financial path can be boiled down into one sentence.
By Andy Schwartz, CFP® Publishedfamily savings