People

Andy Schwartz

Andy Schwartz

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Andy
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Andy Schwartz, CFP®, Principal, Partner and Wealth Management Advisor at Bleakley Financial Group, has over 30 years of experience in providing financial planning and wealth management services. His areas of expertise include business planning, investment and advisory services, retirement planning, risk management, and many more. Throughout his career, Andy has received numerous financial awards and appeared in various prestigious financial publications such as Worth magazine, Wall Street Journal, Barron’s, USA Today and Forbes. In addition to his financial career, Andy has been a member of the board of trustees of New Jersey SEEDS, an organization that changes the lives of motivated, high-achieving students from low-income families by transforming their educational opportunities.

Professional Experience


Academic History

Awards and Recognitions

  • Forbes America's Top Wealth Advisors, 2018–2020
  • Forbes Best-in-State Wealth Advisors, 2018–2020
  • Financial Times Top 400 Financial Advisors, 2017–2019
  • Barron's Top 1,200 Financial Advisors, 2018–2020
  • Barron's Top 100 Independent Advisors, 2020
  • NJBIZ 2019 Executive of the Year
  • Association of Fundraising Professional Outstanding Philanthropist


Community Involvement

  • New Jersey SEEDS
  • Toys for Tots
  • Habitat for Humanity
  • MAYO Performing Arts Center
  • National Association of Divorced Professionals