Contact Us

We are here for all your
life moments.

Let’s start with your goals.

I am building
wealth.
I am going through
a life milestone.
I want to create my
legacy.

Your Challenges

  • How do I determine my risk tolerance?
  • Can I afford to buy a new home? What type of mortgage is best for me?
  • How should I prioritize paying off my debt?
  • How do I maximize my employee benefits?
  • How much should I save for retirement? Am I on track?
  • What sort of insurance products are right for me?

Your Challenges

  • I recently changed jobs. How does this impact my retirement plans?
  • I am entitled to either a lump sum or monthly pension upon retirement. Which option is right for me?
  • I just had a baby. What accounts should I open for my child today?
  • My spouse recently passed away. Where do I start?
  • I am going through a divorce. How do I set myself up for the future?
  • My parents are aging and I am responsible for their affairs. How do I manage this?

Your Challenges

  • Have I saved enough for retirement? What kind of lifestyle can I afford?
  • What is the best Social Security option for me?
  • I am confused about Medicare. What options are right for me?
  • My tax situation will change upon retirement. What do I need to know?
  • We want to buy a second home out of state. What are the considerations we should be aware of?
  • I am confused by the different types of insurance products. What coverage do I need?

Building financial
futures is our specialty.

Investment Management

We build a personalized portfolio that meets your needs.

Financial Planning

You dream it and we build a plan together.

Retirement Planning

We work with you to plan the retirement you’ve always wanted.

Estate Planning

Our legal team can prepare documents to ensure you protect yourself and the ones that you love.

Legal Services

Our full service law firm, Bloom, Bloom & Associates is here for all your legal needs.

Milestone Advising

Births to deaths and all milestones in between, our advisors will guide you

We uncomplicate the
complicated.

Building Wealth
Case Study - Rachel & Andrew

Rachel & Andrew are both young professionals with two small children in their mid-30s. They are new to investing and other than a few stocks that were gifted during their youth and a 401(k) plan through Rachel’s job, they have never invested in the market.

Preparing for Retirement
Case Study - Barbara & Mike

Barbara and Mike came to us in their mid-50s. Prior to working with Bloom they were working with an investment advisor at a large commercial bank. They arrived at their first meeting with a brokerage statement that was very confusing with references to numerous money managers, hundreds of investments, lengthy footnotes and printed on over fifty double sided pages.

Life Transition, Divorce
Case Study - Denise

Denise is a 56-year-old woman who came to us soon after she went through a painful and emotional divorce. For the last 30 years Denise was a stay at home mother and her husband took care of all of their finances. For the first time in her life, she had to learn how to manage her own financial affairs. At our first meeting, Denise was incredibly overwhelmed.

More Case Studies

This is why we’re different.

We’re family owned and operated.

Not corporate salesmen.

We take the family aspect of our business very seriously. Not only do we manage client portfolios as we would our own, but we also have employees at Bloom who have been with us for 20+ years. There is no revolving door here. We hope you can feel the Bloom difference from your very first interaction.

We focus on your best interest, always.

Not products and services that will earn us commissions.

Since our inception, we have been committed to upholding the fiduciary standard of care. In other words, we always put our clients’ interests above all else. We never take commissions and our fees are competitive, simple and transparent. Helping our clients succeed is our only priority.

We take an all access approach.

We never restrict clients from working with our full team of experts.

Unlike a lot of firms who provide different levels of service based on a clients’ assets, we believe all clients should have full access to our team of advisors. From retirement planning to estate planning and everything in between, we have a member of the team who can thoughtfully address your needs.

We are your partner for anything touching your financial life.

We never nickel and dime our clients.

Life often throws curveballs but our clients can rest assured that they have a dedicated and invested partner in their financial wellbeing. When you meet with a member of our team, you’re meeting with the people who are actually investing your money and unlike many firms, we never charge our clients for ongoing advice.

Investment Approach

We are dedicated to handling each portfolio with the same care that we take with our own.

Customized
Portfolio

Each investor has unique goals, objectives, tax status and risk appetite. That’s why we design a portfolio that is personalized to your situation. There is no cookie-cutter investment approach here.

Tax
Efficient

Our founders are tax professionals, so tax efficiency is at the core of our business. We are always considering how our investment decisions could impact a clients’ tax obligations. No one likes a surprise on Tax Day.

Zero Commission
Investing

With over 30,000 mutual funds and 2,000 ETFs available, it’s important to get expert advice on what is right for you. We only use no-load funds, which means they do not have a commission surcharge when the fund is purchased or sold.

Let’s talk.

There’s no obligation.

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