At Bloom Advisors, family has always been at the heart of who we are. Since our founding in 1984, our mission has been simple: to treat every client with the same care, attention, and sense of responsibility that we give to our own families.

Through this program, your children, grandchildren, nieces, and nephews can become clients of Bloom Advisors with no minimum investment requirement. Whether they’re just starting a first job, planning for college, saving for a wedding, or thinking about buying a home, we’re here to guide them as they begin building their financial futures.

That’s why we created the Bloom Advisors Family Program, a way to extend the trusted relationship we’ve built with you to the people you love most.

Since the launch of the Family Program, we’ve had the privilege of working with so many of your family members. Helping the next generation gain clarity and confidence around money has been one of the most rewarding parts of our work.

All too often, young people go without professional advice because they think they don’t qualify, or they feel intimidated by the process. Our goal is to remove those barriers so that every member of your family can benefit from the same expertise, guidance, and peace of mind that you’ve come to expect from us.

If you haven’t already, we encourage you to invite your family to take advantage of this program. As Warren Buffett once said, 

“The trick to having a very long hill is either starting very young or living to be very old.”

We want your loved ones to start their journey today.

To participate, simply have your family call Delilah Goliday at 248-932-5200 or email us at help@bloomadvisors.com. Please be sure they mention the Family Program when booking their appointment.

From our family to yours,
The Bloom Advisors Team