How We Serve You

A CERTIFIED FINANCIAL PLANNER™ professional is rigorously trained in 72 areas of financial knowledge and must accrue thousands of hours of financial-industry experience to earn the CFP® certification. A CFP® professional also must pass a comprehensive certification exam proctored by the independently accredited CFP Board. CFP® professionals take a holistic, personalized approach to bring all the pieces of your financial life together. Our 3 wealth advisors are all proudly CFP® Professionals.

As fiduciaries, your best interest fuels our financial guidance, 100% of the time. Every decision and move is made with your well-being as the goal. We are not under any quotas nor looking to sell any products — we work for you and you only. Bloom Wealth Advisors exercises the highest level of integrity to offer supreme care, support and financial advocacy to every client.

It is our top priority to give our clients the best value and service they have ever experienced. We proudly only work with a select group of families in order to give all of our clients individualized attention, asset management and planning. Along with our Wealth Advisors, we have an incredible staff that give our clients further support. When you give our office a call, you will always reach a live person and will get friendly assistance immediately. We think of our clients as family and we are here as your dedicated allies through the ups and downs of your life. Working with Bloom Wealth Advisors, you get far more than a financial advisor, you get a lifelong friend and advocate for your financial freedom.

Our Wealth Advisors have years of experience, higher education and various licenses that make them experts at managing the many areas of your financial wellbeing. Most people don’t have the necessary time and skill to dedicate to managing every aspect of their financial health and will fall short in one or multiple areas if it isn’t their top priority—or something they’re not even aware of. Luckily, our Wealth Advisors love what they do and they spend all of their time working with clients, managing money, running retirement projections, and researching investments and policy changes. By working with one of our Wealth Advisors, you can have the peace of mind knowing that while you are off enjoying your life, they are working diligently to make sure you are on track to reach your goals. As the essential ingredient in your future, wealth management is never something to leave to chance.

Every client portfolio is individually managed based on your goals and risk tolerance. We believe that you should never take more risk than you need to in order to reach your financial goals. We develop a customized portfolio based on your needs and, depending on your situation, we utilize mutual funds, exchange traded funds (ETFs), index funds, bonds and individual stocks. Before we start investing your money, we will complete a detailed risk questionnaire with you to determine the risk and allocation that best fits your goals. We constantly monitor the market, and we take a proactive approach that seeks to take advantage of growth opportunities across various global asset processes.

We are very transparent with our fees and want our clients to fully understand how we are compensated. We charge a one-time financial planning fee that covers the development of the Wealth Plan that we will refer back to throughout our relationship. For asset management, we charge an annual percentage fee based on your total assets under our care. This percentage depends on your asset level and there are break points as your assets grow. To learn more, contact us today.

We are proud to work with people from all backgrounds and with different asset levels. We do have a minimum to manage your investments. However, if you do not reach our minimum or do not require complex financial planning, we have a great alternative option for you. We offer financial guidance on an hourly basis, which is a great resource for people who need advice and goal prioritization to get on the right track.

You can find all of our Wealth Advisors and their histories on FINRA’s BrokerCheck.

To get started, simply reach out to us and we’ll schedule a complimentary conversation where you’ll get to know us and we’ll get to know you. From there, the experience is completely personalized to your needs.