Rick & Ken Bloom open their business together
The Detroit Tigers win the World Series
Since 1984.
Our Story
Rick & Ken Bloom open their business together
The Detroit Tigers win the World Series
Rick’s MoneyTalk launches on WXYT radio
Rick & Ken hire their first full time employee
Rick begins weekly column in The Detroit News
The Bloom family celebrated when Michigan State upset #1 ranked Michigan Football Team 28-27
Bloom develops partnership with Fidelity Investments as custodian for client accounts
Jennifer Bloom & Stephanie Bloom co-host Kids & Money radio show on MoneyTalk
Bloom Asset Management moves into their Farmington Hills office.
Michigan State wins the NCAA National Championship vs. Florida
Bloom begins partnership with Charles Schwab as custodian for client accounts
Rick & Ken take their father Mitch Bloom to The Masters at Augusta National
Bloom Asset Management named Top RIA firm by Investment News
Bloom family celebrates Hilda & Mitch Bloom’s 50th wedding anniversary
Bloom Asset Management reaches $1B AUM
Rick beats Ken in golf for first time, ever
Bloom Asset Management named one of the top 100 fee-only wealth management firms by CNBC and #1 in Michigan
Ken gets his second hole-in-one
Jennifer Bloom & Stephanie Bloom join the firm
Bloom Asset Management celebrates its 35th anniversary
Bloom Asset Management relaunches as Bloom Advisors
Rick Bloom Talks Money Podcast launches on all streaming platforms.
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.
We are a group of life-long learners and we are dedicated to ensuring that our professional knowledge is always on the cutting edge.
Our fees are simple and transparent. We believe our clients should know exactly what they are paying for. It’s as simple as that!
We believe in building long-term relationships and we are honored that our client retention rate is over 97%*.
We have done away with financial jargon and instead use language that everyone can understand. Our team is dedicated to educating our clients and simplifying the investment process.
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.
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.
Our fees are simple and transparent. We believe our clients should know exactly what they are paying for. It’s as simple as that!
We have done away with financial jargon and instead use language that everyone can understand. Our team is dedicated to educating our clients and simplifying the investment process.
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.
We believe in building long-term relationships and we are honored that our client retention rate is over 97%*.
We are a group of life-long learners and we are dedicated to ensuring that our professional knowledge is always on the cutting edge.