Bloom Asset Management

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Bloom Asset Management Incorporated has been providing comprehensive financial planning and investment management services on a fee-only basis since 1984. The company was founded by Rick and Ken Bloom with the goal of providing independent financial advice. Unlike other financial advisory firms or brokerage houses, we have always been independent. This independence means we will never accept any compensation or incentive for any product that we recommend. Our loyalty is solely to help clients achieve their financial goals and objectives by providing them the highest quality professional services at the lowest cost possible. Bloom Asset Management offers two different approaches to financial planning: active professional portfolio management and/or fee-only financial consultations. Many people find the direction and guidance offered through the financial consultation process sufficient to help formulate their plan and keep it on track. Others prefer more active professional involvement to help cope with the challenging nature of the investment world and the increasing demands on their time. Either way, Bloom Asset Management can help you achieve your financial goals and objectives. Personal service to individual clients and their families is a long-standing and successful tradition at Bloom, Bloom and Associates, P.L.C. We believe it is important to maintain close, personal contact with our clients and their professional advisors to help them develop an estate plan especially for them.

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