A Look Back

Oct 2022

October marks the 2-year anniversary of rebranding our firm to Bloom Advisors and it had me thinking about all the ways in which we have grown since then. Our focus has always been on our valued clients, and their experiences working with our team. We want our clients to always feel that their financial wellbeing is being cared for and that they have knowledgeable and trusted partners in Bloom Advisors.

We are constantly thinking of ways we can improve and bring more value to our clients – it is at the forefront of everything we do. From launching The Bottom Line, our monthly e-newsletter, to expanding our seminar offerings and in-person client events, updating our reporting tools and internal software, and launching a client portal, we believe these updates and changes have been noticed and greatly appreciated by our clients.

As our longtime clients know, we have remained true to a set of core values and principles for the last 37 years. No matter how we may innovate and grow, these are a non-negotiable part of our firm. Our logo and it’s six sections are reflective of those values.

  1. Your Best Interest is our Only Interest: Unlike many advisors, we don’t get paid by selling products with commissions. We only work for our clients and take great pride in being pioneering fiduciaries.
  2. You Deserve Total Transparency: Our fees are simple and transparent. We believe our clients should know exactly what they are paying for in our services. It’s as simple as that!
  3. We Seek to Uncomplicate the Complicated: We have done away with financial jargon and  instead use language that everyone can understand. At Bloom Advisors, we are dedicated to educating our clients and simplifying the investment process.
  4. We are Here for Your Unique Journey: We are here for our clients at all stages of their journey. From the expected to the unexpected, we are your first phone call for all matters pertaining to your financial wellbeing.
  5. We Earn Your Trust: We believe in building long-term personal relationships, and we are honored that our client retention rate is over 97%. We have seen our clients through happy moments and difficult ones, but at the center of everything we do is the trust we have built with them and their families.
  6. We Believe in Professional Excellence Always: We are a group of life-long learners, and we are dedicated to ensuring that our professional knowledge is always on the cutting edge.

We have had a lot of momentum in the last few years, and we have no plans of stopping. There are lots of exciting projects in the works and we look forward to your continued support and feedback. Stay tuned for more to come in 2023.

We are honored to serve our clients and their families and take great pride in the work we do. If there is ever anything we can do to assist you on your personal journey to building a financial future, please don’t hesitate to pick up the phone.

We look forward to the future, while continuing to embrace positive changes and honoring our values.


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