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.
We are dedicated to handling each portfolio with the same care that we take with our own.
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.
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.
With close to 30,000 mutual funds available today, it’s important to get expert advice on which option 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.